Integrated Wealth Concepts LLC's ownership history for XLU

Integrated Wealth Concepts LLC currently holds 103.6K shares with a market value of $4.4M. It started holding XLU on 2024-09-30. At its peak, it held 103.6K shares on 2025-12-31. Its highest holding value was $8.3M on 2024-09-30. At its lowest, it held 46.4K shares on 2025-09-30, with a value of $4.0M on 2025-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 32.6K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 15.1K.