Integrated Wealth Concepts LLC Purchases in Q1 2025

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
154
+ 5.59%
$117.4 - $131.02 $18.1K - $20.2K
2.91K $348K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
11
+ 0.23%
$44.28 - $45.4 $487 - $499
4.84K $218K
FISV
Fiserv Inc

Technology
37
+ 0.26%
N/A
14.5K $1.82M
REET
Ishares Global Reit ETF

ETFs
21
+ 0.17%
$23.24 - $25.16 $488 - $528
12.1K $292K
ERH
Allspring Utilities & High Income Fund

Financial Services
21
+ 0.21%
$10.65 - $11.42 $224 - $240
10.2K $112K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
550
+ 5.5%
$8.44 - $9.01 $4.64K - $4.96K
10.6K $90K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.12K
+ 23.3%
$43.49 - $58.8 $48.9K - $66.1K
5.95K $258K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
59
+ 0.17%
$40.38 - $42.65 $2.38K - $2.52K
33.9K $1.41M
POOL
Pool Corp

Industrials
280
+ 7.24%
$314.92 - $364.31 $88.2K - $102K
4.15K $1.32M
HMC
Honda Motor CO LTD

Consumer Cyclical
468
+ 5.79%
$26.9 - $30.41 $12.6K - $14.2K
8.55K $232K
CVAC
Cure Vac N.V.

Healthcare
3K
+ 25.0%
$2.77 - $4.68 $8.31K - $14K
15K $41K
GALT
Galectin Therapeutics Inc

Healthcare
8
+ 0.08%
$1.1 - $1.76 $8.8 - $14.1
10K $12K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
315
+ 2.42%
$21.79 - $23.09 $6.86K - $7.27K
13.3K $292K
CMU
Mfs High Yield Municipal Trust

Financial Services
500
+ 3.17%
$3.47 - $3.62 $1.74K - $1.81K
16.2K $56K
FDLO
Fidelity Covington Tr Low Vola

ETFs
14
+ 0.17%
$59.43 - $63.22 $832 - $885
8.08K $489K
Allspring Exchange Traded Fu
189K
New
N/A
189K $0
Ab Tax Aware Intrmdt Mncpl ETF
81.8K
New
N/A
81.8K $0
Sharkninja Inc
4.43K
New
N/A
4.43K $0
First Tr Exchange Traded Fd
5.69K
+ 33.13%
N/A
22.8K $0
Allspring Exchange Traded Fu
62.2K
New
N/A
62.2K $0
U S Treasury
22K
+ 26.42%
N/A
105K $0
Skyward Specialty Ins Group
1.46K
+ 30.15%
N/A
6.29K $0
Amplify Junior
12.3K
New
N/A
12.3K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
15
+ 0.47%
N/A
3.2K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
2
+ 0.05%
N/A
3.85K $0
Fidelity Wise Origin Bitcoin
6.75K
+ 27.74%
N/A
31.1K $0
YEAR
Ab Active Etfs Inc Ultra Short
54.3K
+ 946.03%
N/A
60K $0
Eaton Vance
61
+ 0.28%
N/A
21.7K $0
First Tr Exchng Traded Fd Vi
14.6K
New
N/A
14.6K $0
Fidelity Enhanced
6.75K
+ 4.83%
N/A
147K $0
First Tr Exchng Traded Fd Vi
26
+ 0.33%
N/A
7.88K $0
Victoryshares Free
20.3K
+ 144.96%
N/A
34.4K $0
Aptus Large
51.5K
+ 3.31%
N/A
1.61M $0
FDV
Federated Hermes ETF Tr U S St
37.7K
+ 27.35%
N/A
176K $0
Arm Holdings
2.03K
+ 23.99%
N/A
10.5K $0
FTGS
First Tr Exchange Traded Fd Gr
105K
+ 26.63%
N/A
497K $0
Blackrock ETF Trust Ii
99.3K
New
N/A
99.3K $0
ETF Opportunities Trust
42.6K
New
N/A
42.6K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
2.81K
+ 20.66%
N/A
16.4K $0
Grayscale Bitcoin
1.14K
+ 6.01%
N/A
20K $0
CGSD
Capital Grp Core Plus Income E
8.03K
New
N/A
8.03K $0
Capital Group Municipal High Income ETF
81.7K
New
N/A
81.7K $0
Capital Group
16.2K
+ 59.43%
N/A
43.3K $0
Capital Group
5.97K
+ 20.24%
N/A
35.4K $0
Capital Group
41.2K
+ 104.9%
N/A
80.5K $0
First Tr Exchng Traded Fd Vi
12.5K
New
N/A
12.5K $0
First Trust
20.6K
+ 29.54%
N/A
90.4K $0
Franklin Templeton Us Core Div ETF
5.44K
New
N/A
5.44K $0
I Shares Short Term California Muni Active ETF
2.6K
+ 13.79%
N/A
21.4K $0
Activity Summary
Buys All Purchases 953 New Holdings 139 Increased Positions 814 Sells All Sells 724 Reductions 724 Sold out 0 Options Calls 0 Puts 0
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