Integrated Wealth Concepts LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
85,489
Previous 84,526 1.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
963 Added 1.14%
85,489 $0
Q2 2025

Aug 14, 2025
BUY
N/A
16,823 Added 24.85%
84,526 $0
Q1 2025

May 15, 2025
BUY
N/A
44,039 Added 186.1%
67,703 $0
Q4 2024

Feb 14, 2025
BUY
N/A
23,664 New
23,664 $0
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