Integrated Wealth Concepts LLC First Tr Exc Tr Fd Iv Cboe Vst Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exc Tr Fd Iv Cboe Vst stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 520,737 shares of RDVI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

520,737

Previous 315,465 65.07%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	N/A	205,272 Added 65.07%	520,737 $0
Q2 2025 Aug 14, 2025	SELL	N/A	-4,025 Reduced 1.26%	315,465 $0
Q1 2025 May 15, 2025	BUY	N/A	24,796 Added 8.41%	319,490 $0
Q4 2024 Feb 14, 2025	BUY	N/A	14,590 Added 5.21%	294,694 $0
Q3 2024 Nov 14, 2024	BUY	N/A	53,581 Added 23.65%	280,104 $0

Q2 2024 Aug 14, 2024	BUY	N/A	36,808 Added 19.4%	226,523 $0
Q1 2024 May 15, 2024	BUY	N/A	74,651 Added 64.88%	189,715 $0
Q4 2023 Feb 13, 2024	BUY	N/A	14,362 Added 14.26%	115,064 $0
Q3 2023 Nov 15, 2023	BUY	N/A	27,716 Added 37.97%	100,702 $0
Q2 2023 Aug 15, 2023	BUY	N/A	33,237 Added 83.62%	72,986 $0
Q1 2023 May 03, 2023	BUY	N/A	25,357 Added 176.19%	39,749 $853,000
Q4 2022 Feb 13, 2023	BUY	N/A	14,392 New	14,392 $306,000

Others Institutions Holding RDVI

# of Institutions

267

Shares Held

55M

Call Options Held

10K

Put Options Held

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About FIRST TR EXC-TR FD IV CBOE VST

Ticker RDVI

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Integrated Wealth Concepts LLC First Tr Exc Tr Fd Iv Cboe Vst Transaction History