Integrated Wealth Concepts LLC APTUS LARGE Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
2,291,918
Previous 2,061,090 11.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
230,828 Added 11.2%
2,291,918 $0
Q2 2025

Aug 14, 2025
BUY
N/A
453,407 Added 28.2%
2,061,090 $0
Q1 2025

May 15, 2025
BUY
N/A
51,540 Added 3.31%
1,607,683 $0
Q4 2024

Feb 14, 2025
BUY
N/A
172,745 Added 12.49%
1,556,143 $0
Q3 2024

Nov 14, 2024
BUY
N/A
159,441 Added 13.03%
1,383,398 $0
Q2 2024

Aug 14, 2024
BUY
N/A
619,712 Added 102.56%
1,223,957 $0
Q1 2024

May 15, 2024
BUY
N/A
199,460 Added 49.28%
604,245 $0
Q4 2023

Feb 13, 2024
BUY
N/A
404,785 New
404,785 $0
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