Integrated Wealth Concepts LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 55,591 shares of SEIX stock, worth $1.31 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

55,591

Previous 54,241 2.49%

Holding current value

$1.31 Million

Previous $1.28 Million 2.66%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$23.53 - $23.75 $31,765 - $32,062	1,350 Added 2.49%	55,591 $1.31 Million
Q2 2025 Aug 14, 2025	BUY	$23.03 - $23.59 $111,741 - $114,458	4,852 Added 9.82%	54,241 $1.28 Million
Q1 2025 May 15, 2025	BUY	$23.58 - $24.02 $128,746 - $131,149	5,460 Added 12.43%	49,389 $1.17 Million
Q4 2024 Feb 14, 2025	BUY	$23.8 - $24.11 $332,676 - $337,009	13,978 Added 46.67%	43,929 $1.05 Million
Q3 2024 Nov 14, 2024	BUY	$23.73 - $23.93 $36,211 - $36,517	1,526 Added 5.37%	29,951 $712,000

Q2 2024 Aug 14, 2024	BUY	$23.78 - $24.02 $34,290 - $34,636	1,442 Added 5.34%	28,425 $677,000
Q1 2024 May 15, 2024	BUY	$23.92 - $24.23 $645,433 - $653,798	26,983 New	26,983 $646,000

Others Institutions Holding SEIX

# of Institutions

Shares Held

6.25M

Call Options Held

Put Options Held

View Full List

About VIRTUS ETF TR II SEIX SR LN ET

Ticker SEIX
Sector ETFs
Industry ETFs

More about SEIX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History