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
TT
Trane Technologies PLC

Industrials
38
+ 1.58%
$369.35 - $419.14 $14K - $15.9K
2.44K $902K
HDV
Ishares Core High Dividend ETF

ETFs
643
+ 3.17%
$110.82 - $121.28 $71.3K - $78K
20.9K $2.35M
SNY
Sanofi

Healthcare
2.05K
+ 14.36%
$45.89 - $57.31 $94.2K - $118K
16.3K $788K
ASH
Ashland Global Holdings Inc

Basic Materials
211
+ 6.24%
$70.93 - $87.79 $15K - $18.5K
3.59K $256K
JBI
Janus International Group, Inc.

Industrials
14
+ 0.1%
$7.02 - $10.41 $98.3 - $146
13.4K $98K
MPW
Medical Properties Trust Inc

Real Estate
126
+ 0.59%
$3.72 - $5.77 $469 - $727
21.5K $85K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
4.17K
+ 4.13%
$5.83 - $6.64 $24.3K - $27.7K
105K $628K
ITA
Ishares Tr

ETFs
185
+ 1.16%
$144.31 - $157.31 $26.7K - $29.1K
16.1K $2.34M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
56
+ 0.29%
$47.77 - $51.75 $2.68K - $2.9K
19.5K $941K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
991
+ 6.92%
$18.17 - $23.45 $18K - $23.2K
15.3K $281K
ING
Ing Groep Nv

Financial Services
206
+ 1.03%
$15.1 - $17.73 $3.11K - $3.65K
20.2K $317K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.32K
+ 1.24%
$9.57 - $10.31 $12.6K - $13.6K
108K $1.04M
UFPI
Ufp Industries Inc

Basic Materials
15
+ 0.55%
$112.19 - $139.02 $1.68K - $2.09K
2.74K $308K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
176
+ 7.53%
$232.27 - $300.43 $40.9K - $52.9K
2.51K $591K
PEG
Public Service Enterprise Group Inc

Utilities
108
+ 0.82%
$81.87 - $94.51 $8.84K - $10.2K
13.3K $1.12M
JHMM
John Hancock Multifactor Mid C

ETFs
371
+ 0.23%
$59.61 - $64.8 $22.1K - $24K
163K $9.76M
AMKR
Amkor Technology, Inc.

Technology
91
+ 0.72%
$25.13 - $31.61 $2.29K - $2.88K
12.7K $326K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
480
+ 1.87%
$28.25 - $31.75 $13.6K - $15.2K
26.1K $754K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
231
+ 0.23%
$63.01 - $68.55 $14.6K - $15.8K
102K $6.45M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.28K
+ 1.97%
$21.43 - $22.55 $48.8K - $51.3K
118K $2.54M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
369
+ 3.01%
$79.93 - $88.06 $29.5K - $32.5K
12.6K $1.01M
JPEM
Jp Morgan Diversified Return

ETFs
1.06K
+ 3.95%
$51.88 - $57.84 $55K - $61.4K
27.9K $1.45M
FCN
Fti Consulting, Inc

Industrials
5
+ 0.24%
$190.39 - $231.2 $952 - $1.16K
2.12K $404K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
23
+ 0.16%
$67.29 - $73.38 $1.55K - $1.69K
14.6K $993K
DNL
Wiswisdomtree Tr

ETFs
791
+ 2.49%
$35.98 - $39.39 $28.5K - $31.2K
32.5K $1.17M
RGT
Royce Global Value Trust, Inc.

Financial Services
80
+ 0.08%
$10.64 - $12.0 $851 - $960
96.1K $1.03M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5
+ 0.04%
$56.27 - $69.89 $281 - $349
11.5K $652K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
446
+ 1.08%
$43.84 - $48.76 $19.6K - $21.7K
41.9K $1.84M
KLAC
Kla Corp

Technology
94
+ 9.33%
$614.46 - $829.55 $57.8K - $78K
1.1K $693K
NUE
Nucor Corp

Basic Materials
34
+ 1.28%
$115.78 - $167.74 $3.94K - $5.7K
2.7K $314K
ODFL
Old Dominion Freight Line, Inc.

Industrials
63
+ 1.41%
$176.4 - $231.84 $11.1K - $14.6K
4.53K $799K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
26.4K
+ 4.29%
$40.84 - $42.74 $1.08M - $1.13M
641K $26.2M
FNDX
Schwab Fundamental U S Large C

ETFs
42.6K
+ 186.75%
$23.49 - $71.77 $1M - $3.06M
65.4K $1.55M
WM
Waste Management Inc

Industrials
339
+ 1.25%
$201.79 - $228.46 $68.4K - $77.4K
27.5K $5.55M
TSCO
Tractor Supply CO

Consumer Cyclical
13K
+ 395.01%
$52.59 - $303.74 $682K - $3.94M
16.3K $862K
FDD
First Trust Stoxx European Sel

ETFs
962
+ 1.06%
$11.07 - $12.33 $10.6K - $11.9K
91.6K $1.03M
OXY
Occidental Petroleum Corp

Energy
177
+ 0.34%
$45.36 - $55.91 $8.03K - $9.9K
52.3K $2.59M
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.08K
+ 3.9%
$33.95 - $37.2 $70.8K - $77.5K
55.5K $1.89M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
377
+ 0.1%
$99.0 - $99.5 $37.3K - $37.5K
364K $36.1M
JHMD
John Hancock ETF Tr Multifacto

ETFs
594
+ 1.42%
$32.06 - $35.14 $19K - $20.9K
42.6K $1.37M
POOL
Pool Corp

Industrials
53
+ 1.39%
$339.32 - $390.03 $18K - $20.7K
3.87K $1.32M
NEP
Nextera Energy Partners, LP

Utilities
1.52K
+ 10.18%
$15.87 - $26.96 $24.2K - $41K
16.5K $293K
CTAS
Cintas Corp

Industrials
16
+ 0.3%
$182.7 - $226.47 $2.92K - $3.62K
5.36K $979K
SWK
Stanley Black & Decker, Inc.

Industrials
836
+ 13.18%
$79.07 - $109.36 $66.1K - $91.4K
7.18K $576K
SBUX
Starbucks Corp

Consumer Cyclical
1.87K
+ 4.0%
$87.44 - $102.5 $164K - $192K
48.7K $4.44M
FEM
First Trust Emerging Markets A

ETFs
1.35K
+ 1.65%
$22.03 - $24.21 $29.8K - $32.8K
83.6K $1.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.35K
+ 6.54%
$33.93 - $38.37 $147K - $167K
70.8K $2.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
537K
+ 207.56%
$26.93 - $84.95 $14.5M - $45.7M
796K $21.8M
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.52K
+ 2.1%
$61.65 - $67.55 $155K - $170K
123K $7.68M
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
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