Integrated Wealth Concepts LLC MFS ACTIVE EXCHANGE TRADED F Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
347,203
Previous 318,633 8.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
28,570 Added 8.97%
347,203 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-7,479 Reduced 2.29%
318,633 $0
Q1 2025

May 15, 2025
BUY
N/A
326,112 New
326,112 $0
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