Integrated Wealth Concepts LLC BROOKFIELD ASSET Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
7,578
Previous 7,340 3.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
238 Added 3.24%
7,578 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,032 Added 16.36%
7,340 $0
Q1 2025

May 15, 2025
SELL
N/A
-125 Reduced 1.94%
6,308 $0
Q4 2024

Feb 14, 2025
BUY
N/A
164 Added 2.62%
6,433 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-315 Reduced 4.78%
6,269 $0
Q2 2024

Aug 14, 2024
BUY
N/A
29 Added 0.44%
6,584 $0
Q1 2024

May 15, 2024
SELL
N/A
-458 Reduced 6.53%
6,555 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-106 Reduced 1.49%
7,013 $0
Q3 2023

Nov 15, 2023
BUY
N/A
758 Added 11.92%
7,119 $0
Q2 2023

Aug 15, 2023
BUY
N/A
6,361 New
6,361 $0
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