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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
8.19K
+ 40.42%
$45.38 - $46.88 $372K - $384K
28.4K $1.3M
FMB
First Tr Exchange Traded Fd Ii

ETFs
7.47K
+ 21.17%
$50.62 - $52.07 $378K - $389K
42.7K $2.18M
SUB
Ishares Short Term National Mu

ETFs
3.86K
+ 4.61%
$104.94 - $106.2 $405K - $410K
87.5K $9.23M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.83K
+ 82.78%
$97.09 - $120.01 $275K - $340K
6.25K $675K
FLMI
Franklin Dynamic Municipal Bon

ETFs
14.2K
New
$24.42 - $25.06 $347K - $356K
14.2K $347K
APP
App Lovin Corp

Technology
1.07K
New
$130.67 - $401.5 $140K - $430K
1.07K $346K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
14K
+ 46.67%
$23.8 - $24.11 $333K - $337K
43.9K $1.05M
AOA
Ishares Tr Core Aggressive All

ETFs
4.57K
+ 84.83%
$76.61 - $79.88 $350K - $365K
9.95K $762K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.03K
New
$79.95 - $89.42 $322K - $360K
4.03K $336K
AMT
American Tower Corp

Real Estate
9.7K
+ 33.0%
$179.4 - $232.01 $1.74M - $2.25M
39.1K $7.17M
PODD
Insulet Corp

Healthcare
1K
+ 39.09%
$227.79 - $275.7 $228K - $276K
3.56K $929K
URA
Global X Uranium ETF

ETFs
13.1K
+ 128.76%
$26.78 - $33.46 $350K - $437K
23.2K $621K
LPI
Laredo Petroleum, Inc.

Energy
6.81K
New
N/A
6.81K $331K
HLI
Houlihan Lokey, Inc.

Financial Services
996
+ 9.93%
$158.81 - $190.49 $158K - $190K
11K $1.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.44K
+ 2.14%
$69.3 - $74.3 $169K - $181K
116K $8.32M
GILD
Gilead Sciences, Inc.

Healthcare
1.19K
+ 4.68%
$83.95 - $97.9 $100K - $117K
26.7K $2.47M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.28K
+ 9.18%
$77.02 - $78.58 $407K - $415K
62.8K $4.85M
HTGC
Hercules Capital, Inc.

Financial Services
16.3K
New
$18.53 - $20.22 $302K - $329K
16.3K $327K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.7K
+ 26.61%
$89.81 - $104.0 $512K - $593K
27.1K $2.44M
RNR
Renaissancere Holdings LTD

Financial Services
2.43K
+ 19.92%
$241.97 - $287.47 $588K - $699K
14.6K $3.64M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
9.44K
+ 5.62%
$64.45 - $66.99 $608K - $632K
177K $11.5M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.82K
+ 107.15%
$46.9 - $50.96 $320K - $347K
13.2K $624K
VPU
Vanguard Utilities ETF

ETFs
3.25K
+ 16.1%
$160.52 - $179.11 $521K - $582K
23.4K $3.83M
ATSG
Air Transport Services Group, Inc.

Industrials
14.3K
New
$14.67 - $22.23 $210K - $318K
14.3K $314K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.72K
+ 28.71%
$98.47 - $109.35 $367K - $407K
16.7K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19K
+ 7.99%
$19.42 - $19.76 $368K - $374K
256K $4.99M
CSGP
Costar Group, Inc.

Real Estate
4.36K
New
$69.7 - $81.97 $304K - $358K
4.36K $312K
ALK
Alaska Air Group, Inc.

Industrials
1.34K
+ 11.79%
$42.48 - $67.6 $57.1K - $90.8K
12.7K $824K
TNA
Direxion Daily Small Cap Bull

ETFs
7.39K
New
$41.4 - $56.28 $306K - $416K
7.39K $309K
PHYS
Sprott Physical Gold Trust

Financial Services
23.2K
+ 3.66%
$19.66 - $21.66 $455K - $502K
656K $13.2M
DWLD
Davis Fundamental ETF Tr

ETFs
8.43K
New
$36.31 - $39.73 $306K - $335K
8.43K $306K
ASPS
Altisource Portfolio Solutions S.A.

Real Estate
460K
New
$0.51 - $1.39 $234K - $639K
460K $303K
VST
Vistra Corp.

Utilities
1.56K
+ 34.91%
$115.74 - $166.61 $181K - $260K
6.03K $831K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.5K
+ 80.28%
$170.03 - $192.78 $255K - $289K
3.36K $621K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.03K
+ 9.15%
$59.74 - $60.03 $300K - $302K
60K $3.58M
AMP
Ameriprise Financial Inc

Financial Services
251
+ 9.88%
$473.15 - $574.01 $119K - $144K
2.79K $1.49M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
13K
New
$22.04 - $23.08 $287K - $301K
13K $291K
IEV
Ishares Tr Europe ETF

ETFs
23.4K
+ 15.66%
$52.03 - $57.63 $1.22M - $1.35M
173K $9.01M
GOLD
Barrick Gold Corp

Basic Materials
26K
+ 95.49%
$15.23 - $21.19 $395K - $550K
53.1K $823K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.5K
+ 43.3%
$21.25 - $22.07 $308K - $320K
48K $1.02M
VOX
Vanguard Communication Service

ETFs
553
+ 2.73%
$144.31 - $163.57 $79.8K - $90.5K
20.8K $3.23M
ICF
Ishares Tr

ETFs
4.65K
New
$58.8 - $66.61 $273K - $309K
4.65K $279K
VRT
Vertiv Holdings CO

Industrials
3.23K
+ 41.81%
N/A
10.9K $947K
EMB
Ishares Tr

ETFs
4.9K
+ 13.98%
$88.94 - $93.46 $436K - $458K
40K $3.56M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.69K
+ 9.85%
$87.41 - $97.21 $235K - $262K
30K $2.71M
STBA
S&T Bancorp Inc

Financial Services
14K
+ 20.42%
$37.59 - $44.12 $527K - $619K
82.7K $3.16M
AVDE
American Centy ETF Tr Avantis

ETFs
4.49K
New
$60.9 - $66.69 $273K - $299K
4.49K $275K
CIEN
Ciena Corp

Technology
3.23K
New
$61.45 - $91.14 $199K - $295K
3.23K $274K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.98K
+ 7.62%
$87.25 - $95.52 $260K - $285K
42.2K $3.73M
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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