Integrated Wealth Concepts LLC KLAVIYO INC Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
598,174
Previous 830,451 27.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-232,277 Reduced 27.97%
598,174 $0
Q2 2025

Aug 14, 2025
BUY
N/A
680,818 Added 454.99%
830,451 $0
Q1 2025

May 15, 2025
BUY
N/A
5,019 Added 3.47%
149,633 $0
Q4 2024

Feb 14, 2025
BUY
N/A
84 Added 0.06%
144,614 $0
Q3 2024

Nov 14, 2024
BUY
N/A
144,530 New
144,530 $0
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