INTEGRATED WEALTH CONCEPTS LLC – WisdomTree U.S. Efficient Core Fund Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$5.44M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-8.28%
quarter
WisdomTree U.S. Efficient Core Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.79% | -46.69K shares | -2.04M | $30.58 | 177.94K |
| Q2 2022 | share | Increase | +88.50% | 105.46K shares | 2.66M | $33.34 | 224.63K |
| Q1 2022 | share | Increase | +16.00% | 16.44K shares | 275K | $40.52 | 119.17K |
| Q4 2021 | share | Increase | +101.68% | 51.79K shares | 2.47M | $44.56 | 102.73K |
| Q3 2021 | share | Increase | 0.00% | 50.93K shares | 2.07M | $40.74 | 50.93K |