Integrated Wealth Concepts LLC's ownership history for CRM


Integrated Wealth Concepts LLC currently holds 17.5K shares with a market value of $4.6M. It started holding CRM on 2024-09-30. At its peak, it held 25.9K shares on 2025-06-30. Its highest holding value was $7.1M on 2024-12-31. At its lowest, it held 17.5K shares on 2025-12-31, with a value of $4.6M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 8.4K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 3.7K.


Integrated Wealth Concepts LLC's ownership history for CRM