Integrated Wealth Concepts LLC's ownership history for IEF


Integrated Wealth Concepts LLC currently holds 93.9K shares with a market value of $9.0M. It started holding IEF on 2024-09-30. At its peak, it held 169.5K shares on 2025-06-30. Its highest holding value was $16.2M on 2025-06-30. At its lowest, it held 87.4K shares on 2025-09-30, with a value of $8.4M on 2025-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 75.6K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 6.0K.


Integrated Wealth Concepts LLC's ownership history for IEF