Integrated Wealth Concepts LLC BNY MELLON Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
23,214
Previous 13,944 66.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
9,270 Added 66.48%
23,214 $0
Q2 2025

Aug 14, 2025
BUY
N/A
13,944 New
13,944 $0
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