Integrated Wealth Concepts LLC's ownership history for OEF

Integrated Wealth Concepts LLC currently holds 123.4K shares with a market value of $42.3M. It started holding OEF on 2024-09-30. At its peak, it held 158.5K shares on 2025-09-30. Its highest holding value was $52.8M on 2025-09-30. At its lowest, it held 68.6K shares on 2024-12-31, with a value of $19.8M on 2024-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 15.9K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 54.8K.