Integrated Wealth Concepts LLC's ownership history for CALM


Integrated Wealth Concepts LLC currently holds 42.3K shares with a market value of $3.4M. It started holding CALM on 2024-09-30. At its peak, it held 42.3K shares on 2025-12-31. Its highest holding value was $3.8M on 2024-12-31. At its lowest, it held 34.3K shares on 2025-09-30, with a value of $3.1M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 6.6K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 5.7K.


Integrated Wealth Concepts LLC's ownership history for CALM