Integrated Wealth Concepts LLC RETURN STACKED Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
309,908
Previous 274,722 12.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
35,186 Added 12.81%
309,908 $0
Q2 2025

Aug 14, 2025
BUY
N/A
3,827 Added 1.41%
274,722 $0
Q1 2025

May 15, 2025
SELL
N/A
-66,755 Reduced 19.77%
270,895 $0
Q4 2024

Feb 14, 2025
BUY
N/A
24,174 Added 7.71%
337,650 $0
Q3 2024

Nov 14, 2024
BUY
N/A
9,269 Added 3.05%
313,476 $0
Q2 2024

Aug 14, 2024
BUY
N/A
73,270 Added 31.73%
304,207 $0
Q1 2024

May 15, 2024
BUY
N/A
18,047 Added 8.48%
230,937 $0
Q4 2023

Feb 13, 2024
BUY
N/A
212,890 New
212,890 $0
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