Integrated Wealth Concepts LLC NUVEEN CORP Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	N/A	-2,038,464 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	141,538 Added 7.46%	2,038,464 $19.1 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-144,880 Reduced 7.1%	1,896,926 $17.9 Million
Q1 2021 May 13, 2021	BUY	N/A	89,944 Added 4.61%	2,041,806 $19.1 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-105,488 Reduced 5.13%	1,951,862 $18 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-99,962 Reduced 4.63%	2,057,350 $18.4 Million
Q2 2020 Jul 30, 2020	BUY	N/A	117,905 Added 5.78%	2,157,312 $19.3 Million
Q1 2020 May 18, 2020	BUY	N/A	177,357 Added 9.52%	2,039,407 $17.5 Million
Q4 2019 Feb 20, 2020	BUY	N/A	392,530 Added 26.71%	1,862,050 $18.6 Million
Q3 2019 Nov 15, 2019	BUY	N/A	835,869 Added 131.91%	1,469,520 $14.5 Million
Q2 2019 Aug 15, 2019	BUY	N/A	529,698 Added 509.56%	633,651 $5.93 Million
Q1 2019 May 15, 2019	BUY	N/A	36,798 Added 54.8%	103,953 $1.02 Million
Q4 2018 Feb 14, 2019	BUY	N/A	25,088 Added 59.64%	67,155 $598,000
Q3 2018 Nov 13, 2018	BUY	N/A	18,769 Added 80.56%	42,067 $402,000
Q2 2018 Jul 27, 2018	BUY	N/A	23,298 New	23,298 $223,000

Track This Portfolio

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.