Integrated Wealth Concepts LLC Legg Mason ETF Invt Tr Westn A Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,614 shares of WINC stock, worth $256,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,614
Previous 44,469 76.13%
Holding current value
$256,540
Previous $1.06 Million 75.94%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$23.9 - $24.24 $809,134 - $820,645
-33,855 Reduced 76.13%
10,614 $256,000
Q4 2024

Feb 14, 2025
SELL
$23.89 - $24.26 $1.43 Million - $1.45 Million
-59,691 Reduced 57.31%
44,469 $1.06 Million
Q3 2024

Nov 14, 2024
BUY
$23.74 - $24.37 $2.47 Million - $2.54 Million
104,160 New
104,160 $2.54 Million

Others Institutions Holding WINC

# of Institutions
13
Shares Held
264K
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR WESTN A

WINC Quotes by TradingView
  • Ticker WINC
  • Sector ETFs
  • Industry ETFs
More about WINC
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