Integrated Wealth Concepts LLC NUVEEN CREDIT Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	N/A	-378,859 Closed	0 $0
Q1 2022 May 12, 2022	BUY	N/A	12,711 Added 3.47%	378,859 $3.02 Million
Q4 2021 Feb 15, 2022	BUY	N/A	15,842 Added 4.52%	366,148 $2.96 Million
Q3 2021 Nov 15, 2021	BUY	N/A	28,077 Added 8.71%	350,306 $2.87 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-6,483 Reduced 1.97%	322,229 $2.68 Million
Q1 2021 May 13, 2021	SELL	N/A	-7,653 Reduced 2.28%	328,712 $2.76 Million
Q4 2020 Feb 12, 2021	BUY	N/A	117,059 Added 53.38%	336,365 $2.7 Million
Q3 2020 Nov 13, 2020	BUY	N/A	5,108 Added 2.38%	219,306 $1.73 Million
Q2 2020 Jul 30, 2020	BUY	N/A	57,688 Added 36.86%	214,198 $1.82 Million
Q1 2020 May 18, 2020	BUY	N/A	92,960 Added 146.28%	156,510 $1.25 Million
Q4 2019 Feb 20, 2020	SELL	N/A	-45,214 Reduced 41.57%	63,550 $637,000
Q3 2019 Nov 15, 2019	BUY	N/A	64,466 Added 145.53%	108,764 $1.07 Million
Q2 2019 Aug 15, 2019	BUY	N/A	44,298 New	44,298 $421,000

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