INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
55.72M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-5.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.01% | -71.13K shares | -6.25M | 1.34M | |
| Q2 2022 | share | Increase | +3.70% | 50.59K shares | -1.04M | 1.41M | |
| Q1 2022 | share | Increase | +11.34% | 139.42K shares | 2.64M | 1.36M | |
| Q4 2021 | share | Increase | +2.93% | 34.99K shares | 1.44M | 1.22M | |
| Q3 2021 | share | Increase | +204.17% | 801.47K shares | 39.48M | 1.19M | |
| Q2 2021 | share | Increase | 0.00% | 392.55K shares | 19.45M | 392.55K |