INTEGRATED WEALTH CONCEPTS LLC – SPDR SSGA US Large Cap Low Volatility Index ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$2.72M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-5.77%
quarter
SPDR SSGA US Large Cap Low Volatility Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +56.39% | 7.95K shares | 874K | $123.39 | 22.05K |
| Q2 2022 | share | Increase | +1.27% | 177 shares | -154K | $130.95 | 14.10K |
| Q1 2022 | share | Increase | +13.77% | 1.68K shares | 157K | $143.68 | 13.92K |
| Q4 2021 | share | Increase | +4.76% | 556 shares | 285K | $150.42 | 12.23K |
| Q3 2021 | share | Increase | +8.82% | 947 shares | 130K | $133.4 | 11.68K |
| Q2 2021 | share | Increase | +25.94% | 2.21K shares | 361K | $132.62 | 10.73K |
| Q1 2021 | share | Increase | +39.87% | 2.43K shares | 337K | $124.27 | 8.52K |
| Q4 2020 | share | Increase | 0.00% | 6.09K shares | 731K | $118.23 | 6.09K |