INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
2.32M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-2.53%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +37.99% | 13.82K shares | 595K | 50.21K | |
| Q2 2022 | share | Decrease | -7.80% | -3.08K shares | -190K | 36.39K | |
| Q1 2022 | share | Decrease | -3.48% | -1.42K shares | -151K | 39.47K | |
| Q4 2021 | share | Increase | 0.00% | 40.89K shares | 2.06M | 40.89K |