A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Cboe Vest Gold Strate stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 43,051 shares of IGLD stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
43,051
Previous 33,198 29.68%
Holding current value
$1.07 Million
Previous $720,000 43.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025

BUY
$21.5 - $23.94 $211,839 - $235,880
9,853 Added 29.68%
43,051 $1.03 Million
Q2 2025

Aug 14, 2025

BUY
$19.73 - $22.32 $13,811 - $15,624
700 Added 2.15%
33,198 $720,000
Q1 2025

May 15, 2025

BUY
$18.75 - $20.97 $49,443 - $55,297
2,637 Added 8.83%
32,498 $681,000
Q4 2024

Feb 14, 2025

BUY
$18.62 - $22.39 $257,700 - $309,877
13,840 Added 86.39%
29,861 $563,000
Q3 2024

Nov 14, 2024

BUY
$19.97 - $21.77 $319,939 - $348,777
16,021 New
16,021 $345,000

Others Institutions Holding IGLD

About FIRST TR CBOE VEST GOLD STRATE


  • Ticker IGLD
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