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
Venture Global
14.7K
New
N/A
14.7K $0
Cava Group
2.46K
+ 36.85%
N/A
9.14K $0
Blackrock Fdg
112
+ 5.0%
N/A
2.35K $0
Corpay Inc
594
New
N/A
594 $0
Ishares U S
431K
New
N/A
431K $0
Ishares Advantage
10.2K
New
N/A
10.2K $0
Dimensional Global
2.27K
+ 7.49%
N/A
32.6K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.95K
+ 19.28%
N/A
12.1K $0
First Tr Exchng Traded Fd Vi
11.6K
New
N/A
11.6K $0
VUSB
Vanguard Bd Index Fds
1.07K
+ 1.54%
N/A
70.5K $0
Brookfield Renewable
7.67K
New
N/A
7.67K $0
Dimensional Us
24.7K
+ 10.46%
N/A
261K $0
Pimco Ultra
2.09K
+ 22.14%
N/A
11.5K $0
Ishares Flexible
655K
+ 120.91%
N/A
1.2M $0
Brandes International ETF
41.8K
New
N/A
41.8K $0
Smurfit Westrock
346
+ 6.71%
N/A
5.5K $0
Bondbloxx ETF Trust
6.39K
+ 54.04%
N/A
18.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
42.6K
+ 10.49%
N/A
449K $0
T Rowe
38.2K
+ 47.71%
N/A
118K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
15K
+ 11.77%
N/A
142K $0
CDIO
Cardio Diagnostics Hldgs Inc C
40K
New
N/A
40K $0
Fidelity Covington Tr Enhanced Large Cap Value ETF
923
+ 14.04%
N/A
7.5K $0
Kenvue Inc
200
+ 0.57%
N/A
35.4K $0
Ab Disruptors
26.6K
+ 31.06%
N/A
112K $0
Federated Hermes ETF Trust
4.82K
+ 3.16%
N/A
157K $0
HEIA
Heico Crp Cl A
98
+ 1.48%
N/A
6.7K $0
Jpmorgan Hedged
116
+ 3.52%
N/A
3.41K $0
Labcorp Holdings
177
+ 7.87%
N/A
2.43K $0
Touchstone Securitized Inc ETF
69.8K
+ 93.11%
N/A
145K $0
Blackrock Ishares
203K
New
N/A
203K $0
Finance Of America Company A
12K
+ 53.7%
N/A
34.4K $0
Ishares Tr Lifepath Tgt2035
11.5K
New
N/A
11.5K $0
Proshares S&P
16.6K
+ 58.27%
N/A
45.2K $0
Managed Portfolio Series Leuthold Core Et
9.19K
New
N/A
9.19K $0
Jpmorgan Active
57K
New
N/A
57K $0
PIN
Invesco India ETF Trust India
5.81K
+ 12.37%
N/A
52.7K $0
First Tr Exchange Traded Fd
44K
+ 186.1%
N/A
67.7K $0
Mfs Active Exchange Traded Fund International ETF
326K
New
N/A
326K $0
Gsk PLC
4.45K
+ 25.24%
N/A
22.1K $0
Janus Henderson
5.88K
New
N/A
5.88K $0
JGRO
J P Morgan Exchange Traded Fd
13.4K
+ 15.15%
N/A
102K $0
Klaviyo Inc
5.02K
+ 3.47%
N/A
150K $0
First Tr ETF Fd Viii Cboe Vest Us Eqt
12.8K
New
N/A
12.8K $0
Ge Vernova
299
+ 3.13%
N/A
9.86K $0
Amplify Cybersecurity
1.1K
+ 9.83%
N/A
12.3K $0
Linde PLC
65
+ 0.8%
N/A
8.2K $0
Vaneck Bitcoin ETF
6.82K
+ 280.66%
N/A
9.25K $0
FNY
First Trust Mid Cap Growth Alp
5.39K
New
N/A
5.39K $0
Orange Kloud Technology Inc A
20K
New
N/A
20K $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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