Integrated Wealth Concepts LLC NEOS NASDAQ Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
9,706
Previous 5,494 76.67%
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
4,212 Added 76.67%
9,706 $0
Q2 2025

Aug 14, 2025
BUY
N/A
5,494 New
5,494 $0
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