Integrated Wealth Concepts LLC Purchases in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Pro Shares Short Qqq
34.8K
New
N/A
34.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
366
+ 3.64%
N/A
10.4K $0
Morgan Stanley
21.5K
New
N/A
21.5K $0
Blackrock Flexible
54
+ 0.03%
N/A
190K $0
Fidelity Wise Origin Bitcoin Trust
1.3K
+ 33.99%
N/A
5.14K $0
Capital Group
6.33K
+ 76.75%
N/A
14.6K $0
I Shares Short Term California Muni Active ETF
4.96K
New
N/A
4.96K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
3.17K
New
N/A
3.17K $0
FDV
Federated Hermes ETF Tr U S St
1.64K
+ 1.22%
N/A
137K $0
Rbb Us
8.91K
+ 107.97%
N/A
17.2K $0
PIN
Invesco India ETF Trust India
1.83K
+ 4.43%
N/A
43K $0
CGMS
Capital Grp Core Plus Income E
14.9K
+ 8.64%
N/A
187K $0
Grayscale Ethereum
19.2K
New
N/A
19.2K $0
Grayscale Ethereum
17.6K
New
N/A
17.6K $0
Return Stack Bond Mangd Futures ETF
9.27K
+ 3.05%
N/A
313K $0
Alps ETF Tr Smith Core Plus
15K
+ 4.37%
N/A
358K $0
Smith Micro Software Inc
23.5K
New
N/A
23.5K $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1
+ 0.0%
$25.19 - $25.5 $25.2 - $25.5
27.6K $702K
NET
Cloudflare, Inc.

Technology
112
+ 2.01%
$74.4 - $86.96 $8.33K - $9.74K
5.68K $459K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
133
+ 5.16%
$76.83 - $91.38 $10.2K - $12.2K
2.71K $223K
CNI
Canadian National Railway CO

Industrials
2
+ 0.05%
$110.1 - $123.65 $220 - $247
3.83K $448K
VERU
Veru Inc.

Healthcare
1K
+ 1.55%
$0.77 - $1.04 $770 - $1.04K
65.4K $50K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.1%
$260.31 - $285.99 $1.04K - $1.14K
4.18K $1.12M
ONTO
Onto Innovation Inc.

Technology
59
+ 3.55%
$158.45 - $238.04 $9.35K - $14K
1.72K $357K
SBLK
Star Bulk Carriers Corp.

Industrials
19
+ 0.13%
$19.87 - $25.0 $378 - $475
14.5K $342K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
1.94K
+ 12.93%
$1.93 - $3.99 $3.74K - $7.74K
16.9K $32K
WDS
Woodside Energy Group LTD

Energy
148
+ 1.22%
$15.64 - $20.01 $2.31K - $2.96K
12.2K $211K
FCEL
Fuelcell Energy Inc

Industrials
5.15K
+ 7.48%
$0.38 - $0.69 $1.96K - $3.55K
74K $28K
LVO
Live One, Inc.

Communication Services
2K
+ 6.5%
$0.95 - $1.8 $1.9K - $3.6K
32.8K $31K
PCAR
Paccar Inc

Industrials
11
+ 0.23%
$91.64 - $109.98 $1.01K - $1.21K
4.81K $474K
ELV
Elevance Health, Inc.

Healthcare
114
+ 3.13%
$500.12 - $562.29 $57K - $64.1K
3.76K $1.95M
LOGI
Logitech International S.A.

Technology
9
+ 0.29%
$83.7 - $96.51 $753 - $869
3.12K $280K
TTC
Toro CO

Industrials
2
+ 0.06%
$81.82 - $99.44 $164 - $199
3.27K $283K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6
+ 0.02%
$11.38 - $14.48 $68.3 - $86.9
31.8K $401K
ARRY
Array Technologies, Inc.

Technology
200
+ 1.83%
$5.69 - $11.76 $1.14K - $2.35K
11.1K $73K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
685
+ 4.96%
$211.47 - $281.27 $145K - $193K
14.5K $3.56M
SLB
Schlumberger Limited

Energy
5.39K
+ 10.41%
$39.57 - $49.67 $213K - $268K
57.2K $2.4M
TER
Teradyne, Inc

Technology
13
+ 0.35%
$114.25 - $163.0 $1.49K - $2.12K
3.74K $500K
PINS
Pinterest, Inc.

Communication Services
1.8K
+ 18.87%
$28.66 - $43.51 $51.5K - $78.1K
11.3K $366K
BLUE
Bluebird Bio, Inc.

Healthcare
9K
+ 6.1%
$0.47 - $1.35 $4.23K - $12.2K
157K $81K
RIG
Transocean Ltd.

Energy
608
+ 0.95%
$3.92 - $5.82 $2.38K - $3.54K
64.5K $274K
CLSK
Cleanspark, Inc.

Technology
100
+ 0.81%
$8.09 - $19.79 $809 - $1.98K
12.5K $116K
DELL
Dell Technologies Inc.

Technology
218
+ 3.52%
$87.89 - $145.97 $19.2K - $31.8K
6.42K $760K
WM
Waste Management Inc

Industrials
283
+ 1.05%
$196.96 - $223.45 $55.7K - $63.2K
27.2K $5.64M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
641
+ 37.84%
$109.03 - $210.9 $69.9K - $135K
2.34K $254K
AMKR
Amkor Technology, Inc.

Technology
32
+ 0.25%
$28.09 - $44.68 $899 - $1.43K
12.6K $386K
MGM
Mgm Resorts International

Consumer Cyclical
1.24K
+ 3.68%
$34.07 - $46.78 $42.1K - $57.8K
34.8K $1.36M
ALLY
Ally Financial Inc.

Financial Services
63
+ 0.16%
$32.67 - $45.01 $2.06K - $2.84K
39.1K $1.39M
CPRT
Copart Inc

Consumer Cyclical
103
+ 0.11%
$49.19 - $55.54 $5.07K - $5.72K
97K $5.08M
Activity Summary
Buys All Purchases 865 New Holdings 101 Increased Positions 764 Sells All Sells 735 Reductions 735 Sold out 0 Options Calls 0 Puts 0
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