Back to IW Integrated Wealth Concepts LLC

TBJLTBJL
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INNOVATOR ETFS TR

No. Integrated Wealth Concepts exited its TBJL position in Q4 2024. Its Q3 2024 13F listed 38,035 shares worth $798,815. Integrated Wealth Concepts first reported TBJL in Q1 2024 and held it in 3 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$1.8M

Total Shares Change

-91,152

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q4
Latest
Exited
0
-100.0%
$00.0%$19.69
0
2024-Q3
Decreased
38,035
-13.2%
$798,8150.0%$21.06
0
2024-Q2
Decreased
43,799
-52.0%
$881,6830.0%$20.13
0
2024-Q1
New
91,152
-
$1.8M0.0%$19.92
36

Other major holders of TBJL: COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC

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