Integrated Wealth Concepts LLC's ownership history for USA


Integrated Wealth Concepts LLC currently holds 375.6K shares with a market value of $2.4M. It started holding USA on 2024-09-30. At its peak, it held 393.6K shares on 2025-09-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 10.3K shares on 2024-12-31, with a value of $68.3K on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 365.3K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 365.3K.


Integrated Wealth Concepts LLC's ownership history for USA