INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
45.92M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-4.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.79% | 43.99K shares | 673K | 691.46K | |
| Q2 2022 | share | Increase | +1.90% | 12.04K shares | -8.71M | 647.47K | |
| Q1 2022 | share | Increase | +41.13% | 185.2K shares | 13.61M | 635.43K | |
| Q4 2021 | share | Increase | +10.25% | 41.86K shares | 7.03M | 450.23K | |
| Q3 2021 | share | Increase | +1.92% | 7.70K shares | 716K | 408.36K | |
| Q2 2021 | share | Decrease | -0.80% | -3.21K shares | 2.36M | 400.66K | |
| Q1 2021 | share | Increase | 0.00% | 403.87K shares | 30.23M | 403.87K |