Integrated Wealth Concepts LLC ETF Ser Solutions Aam S&P 500 Transaction History

Integrated Wealth Concepts LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	N/A	245 Added 3.06%	8,245 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-400 Reduced 4.76%	8,000 $0
Q3 2023 Nov 15, 2023	SELL	N/A	-649 Reduced 7.17%	8,400 $0
Q2 2023 Aug 15, 2023	SELL	N/A	-1,765 Reduced 16.32%	9,049 $0
Q1 2023 May 03, 2023	BUY	N/A	12 Added 0.11%	10,814 $305,000
Q4 2022 Feb 13, 2023	BUY	N/A	583 Added 5.71%	10,802 $315,000
Q3 2022 Nov 14, 2022	SELL	N/A	-241 Reduced 2.3%	10,219 $260,000
Q2 2022 Aug 08, 2022	BUY	N/A	10,460 New	10,460 $298,000

806K

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