Integrated Wealth Concepts LLC First Tr Exchange Traded Fd Vi Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 154,647 shares of XPND stock, worth $5.59 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
154,647
Previous 141,266 9.47%
Holding current value
$5.59 Million
Previous $4.76 Million 17.45%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$33.19 - $36.75 $444,115 - $491,751
13,381 Added 9.47%
154,647 $5.59 Million
Q2 2025

Aug 14, 2025
SELL
$25.1 - $33.68 $258,429 - $346,769
-10,296 Reduced 6.79%
141,266 $4.76 Million
Q1 2025

May 15, 2025
BUY
$28.13 - $32.75 $4.26 Million - $4.96 Million
151,562 New
151,562 $4.28 Million

Others Institutions Holding XPND

# of Institutions
26
Shares Held
506K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD VI

XPND Quotes by TradingView
  • Ticker XPND
More about XPND
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