Integrated Wealth Concepts LLC Ishares Ibonds Dec 2022 Term C Transaction History

Integrated Wealth Concepts LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	N/A	-8,074 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	N/A	-3,922 Reduced 32.69%	8,074 $203,000
Q2 2021 Aug 13, 2021	SELL	N/A	-213 Reduced 1.74%	11,996 $305,000
Q1 2021 May 13, 2021	SELL	N/A	-6,097 Reduced 33.31%	12,209 $311,000
Q4 2020 Feb 12, 2021	BUY	N/A	1,951 Added 11.93%	18,306 $468,000
Q3 2020 Nov 13, 2020	BUY	N/A	5,951 Added 57.2%	16,355 $419,000
Q2 2020 Jul 30, 2020	BUY	N/A	10,404 New	10,404 $267,000
Q1 2020 May 18, 2020	SELL	N/A	-14,712 Closed	0 $0
Q4 2019 Feb 20, 2020	BUY	N/A	6,416 Added 77.34%	14,712 $372,000
Q3 2019 Nov 15, 2019	BUY	N/A	8,296 New	8,296 $210,000

90.4K

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.