Integrated Wealth Concepts LLC LISTED FDS TR Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
13,028
Previous 12,903 0.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
125 Added 0.97%
13,028 $0
Q2 2025

Aug 14, 2025
BUY
N/A
12,903 New
12,903 $0
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