Integrated Wealth Concepts LLC CONGRESS SMID Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
112,625
Previous 96,254 17.01%
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
16,371 Added 17.01%
112,625 $0
Q2 2025

Aug 14, 2025
BUY
N/A
96,254 New
96,254 $0
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