Integrated Wealth Concepts LLC JP MORGAN Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 15, 2019
SELL
N/A
-61,348 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
16,232 Added 35.98%
61,348 $3.34 Million
Q3 2018

Nov 13, 2018
BUY
N/A
24,662 Added 120.57%
45,116 $2.77 Million
Q2 2018

Jul 27, 2018
BUY
N/A
20,454 New
20,454 $1.22 Million
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email