Integrated Wealth Concepts LLC Purchases in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.6K
+ 5.21%
N/A
295K $0
Tidal Tr Ii
24.2K
+ 7.71%
N/A
338K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
14
+ 0.44%
N/A
3.18K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.32K
+ 34.62%
N/A
24.6K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
2
+ 0.05%
N/A
3.84K $0
Tidal Tr Ii
58.4K
+ 5.61%
N/A
1.1M $0
Sirius Xm
74.4K
New
N/A
74.4K $0
Skyward Specialty Insurance Group
4.83K
New
N/A
4.83K $0
Super Micro
15.8K
New
N/A
15.8K $0
SPYC
Simplify Exchange Traded Fds U
12.6K
+ 4.35%
N/A
301K $0
Smurfit Westrock
5.16K
New
N/A
5.16K $0
Bondbloxx ETF Trust
11.8K
New
N/A
11.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
154K
+ 61.06%
N/A
406K $0
T Rowe
11.6K
+ 16.93%
N/A
80.1K $0
Te Connectivity
238
+ 5.28%
N/A
4.74K $0
Talen Energy
3.16K
New
N/A
3.16K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5.53K
+ 11.34%
N/A
54.3K $0
TRFK
Pacer Fds Tr
944
+ 14.25%
N/A
7.57K $0
Thomson Reuters
25
+ 0.43%
N/A
5.84K $0
Touchstone Securitized Inc ETF
74.9K
New
N/A
74.9K $0
Victory Victoryshares
14K
New
N/A
14K $0
Viking Holdings
4.58K
New
N/A
4.58K $0
Veralto Corp
173
+ 6.36%
N/A
2.89K $0
Rbb Us
66.1K
+ 385.19%
N/A
83.3K $0
First Tr Exchng Traded Fd Vi
17
+ 0.22%
N/A
7.85K $0
YEAR
Ab Active Etfs Inc Ultra Short
966
+ 20.23%
N/A
5.74K $0
AAT
American Assets Trust, Inc.

Real Estate
258
+ 1.51%
$25.42 - $28.67 $6.56K - $7.4K
17.3K $455K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
349
+ 3.58%
$64.34 - $70.57 $22.5K - $24.6K
10.1K $659K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4
+ 0.07%
$60.51 - $65.57 $242 - $262
5.35K $325K
KXI
Ishares Tr Global Consumer Sta

ETFs
294
+ 8.07%
$60.15 - $65.39 $17.7K - $19.2K
3.94K $237K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
6
+ 0.05%
$8.36 - $8.71 $50.2 - $52.3
11.3K $95K
NYF
Ishares New York Muni Bond ETF

ETFs
47
+ 0.93%
$52.85 - $54.34 $2.48K - $2.55K
5.13K $272K
OLED
Universal Display Corp Pa

Technology
1.24K
+ 42.82%
$146.2 - $213.81 $181K - $264K
4.13K $603K
PHO
Invesco Exchange Traded Fd Tr

ETFs
778
+ 6.78%
$65.79 - $72.14 $51.2K - $56.1K
12.3K $806K
IBDV
Ishares Tr

Technology
868
+ 3.15%
$21.24 - $22.15 $18.4K - $19.2K
28.4K $607K
KRON
Kronos Bio, Inc.

Healthcare
10
+ 0.01%
$0.82 - $1.07 $8.2 - $10.7
71.6K $67K
LANC
Lancaster Colony Corp

Consumer Defensive
7
+ 0.55%
$172.18 - $200.28 $1.21K - $1.4K
1.28K $220K
FDLO
Fidelity Covington Tr Low Vola

ETFs
13
+ 0.16%
$60.24 - $63.08 $783 - $820
8.06K $488K
MTW
Manitowoc CO Inc

Industrials
54
+ 0.39%
$8.63 - $11.2 $466 - $605
13.8K $126K
CLH
Clean Harbors Inc

Industrials
26
+ 2.47%
$228.61 - $263.39 $5.94K - $6.85K
1.08K $248K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
1.38K
+ 9.63%
$13.9 - $21.25 $19.1K - $29.3K
15.7K $244K
IRT
Independence Realty Trust, Inc.

Real Estate
206
+ 1.27%
$18.78 - $22.01 $3.87K - $4.53K
16.4K $325K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
23
+ 0.48%
$44.29 - $45.82 $1.02K - $1.05K
4.83K $214K
MANH
Manhattan Associates Inc

Technology
45
+ 2.65%
$263.36 - $309.78 $11.9K - $13.9K
1.74K $470K
JHI
John Hancock Investors Trust

Financial Services
233
+ 0.81%
$13.67 - $14.45 $3.19K - $3.37K
28.9K $394K
JXN
Jackson Financial Inc.

Financial Services
97
+ 2.42%
$84.91 - $113.74 $8.24K - $11K
4.11K $357K
LBRDK
Liberty Broadband Corp

Communication Services
27
+ 0.69%
$74.72 - $101.4 $2.02K - $2.74K
3.92K $292K
REI
Ring Energy, Inc.

Energy
63
+ 0.18%
$1.22 - $1.8 $76.9 - $113
34.9K $47K
RGLD
Royal Gold Inc

Basic Materials
333
+ 5.4%
$131.05 - $154.26 $43.6K - $51.4K
6.51K $857K
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email