Number of Shares
12,249
Previous 12,886 4.94%
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 2024

Nov 14, 2024

SELL
N/A
-637 Reduced 4.94%
12,249 $0
Q2 2024

Aug 14, 2024

BUY
N/A
187 Added 1.47%
12,886 $0
Q1 2024

May 15, 2024

SELL
N/A
-1,599 Reduced 11.18%
12,699 $0
Q4 2023

Feb 13, 2024

BUY
N/A
416 Added 3.0%
14,298 $0
Q3 2023

Nov 15, 2023

BUY
N/A
13,882 New
13,882 $0
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.