Integrated Wealth Concepts LLC Incresed Positions in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WY
Weyerhaeuser CO

Real Estate
367
+ 2.46%
$27.05 - $33.84 $9.93K - $12.4K
15.3K $517K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
3.49K
+ 10.78%
$23.15 - $23.58 $80.8K - $82.3K
35.9K $845K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.23K
+ 20.03%
$48.87 - $54.0 $60K - $66.3K
7.36K $397K
HLNE
Hamilton Lane Inc

Financial Services
106
+ 6.26%
$123.12 - $168.4 $13.1K - $17.9K
1.8K $302K
MCO
Moodys Corp

Financial Services
69
+ 6.23%
$421.49 - $494.67 $29.1K - $34.1K
1.18K $557K
RL
Ralph Lauren Corp

Consumer Cyclical
125
+ 3.49%
$158.53 - $197.61 $19.8K - $24.7K
3.71K $718K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
986
+ 2.33%
$22.25 - $24.44 $21.9K - $24.1K
43.3K $1.05M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.08K
+ 5.47%
$48.4 - $50.91 $52.4K - $55.1K
20.9K $1.06M
NSA
National Storage Affiliates Trust

Real Estate
1.08K
+ 19.67%
$39.73 - $49.13 $43K - $53.2K
6.58K $317K
BSJR
Invesco Indx Tr

ETFs
3.15K
+ 10.38%
$22.08 - $22.75 $69.4K - $71.5K
33.4K $759K
DIHP
Dimensional ETF Tr Dimensional

ETFs
887
+ 1.84%
$25.23 - $27.94 $22.4K - $24.8K
49K $1.36M
ILMN
Illumina, Inc.

Healthcare
135
+ 4.73%
$105.28 - $135.9 $14.2K - $18.3K
2.99K $389K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
36
+ 0.29%
$80.13 - $88.89 $2.88K - $3.2K
12.2K $1.08M
NI
Nisource Inc.

Utilities
267
+ 1.98%
$28.54 - $34.64 $7.62K - $9.25K
13.7K $475K
PODD
Insulet Corp

Healthcare
42
+ 1.67%
$180.69 - $239.01 $7.59K - $10K
2.56K $596K
ARCC
Ares Capital Corp

Financial Services
4.07K
+ 13.35%
$19.8 - $21.28 $80.7K - $86.7K
34.6K $724K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
1.03K
+ 4.19%
$29.09 - $32.07 $30K - $33.1K
25.7K $817K
BTI
British American Tobacco P.L.C.

Consumer Defensive
418
+ 3.35%
$31.07 - $39.36 $13K - $16.5K
12.9K $471K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
220
+ 4.5%
$110.06 - $128.44 $24.2K - $28.3K
5.11K $649K
MNST
Monster Beverage Corp

Consumer Defensive
882
+ 5.23%
$45.01 - $52.47 $39.7K - $46.3K
17.8K $926K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
17
+ 0.18%
$130.03 - $143.03 $2.21K - $2.43K
9.32K $1.33M
FE
Firstenergy Corp

Utilities
970
+ 14.39%
$38.25 - $44.54 $37.1K - $43.2K
7.71K $341K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
169
+ 1.17%
$66.31 - $74.08 $11.2K - $12.5K
14.6K $1.07M
AAT
American Assets Trust, Inc.

Real Estate
388
+ 2.33%
$21.79 - $27.37 $8.45K - $10.6K
17.1K $456K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.36K
+ 1.81%
$13.63 - $14.85 $18.5K - $20.2K
76.4K $1.13M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
403
+ 21.73%
$144.27 - $157.55 $58.1K - $63.5K
2.26K $355K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
126
+ 2.89%
$210.25 - $231.86 $26.5K - $29.2K
4.49K $1M
EXPE
Expedia Group, Inc.

Consumer Cyclical
244
+ 11.84%
$112.12 - $149.09 $27.4K - $36.4K
2.31K $341K
VALE
Vale S.A.

Basic Materials
4.01K
+ 5.8%
$9.9 - $11.8 $39.7K - $47.3K
73K $853K
DVN
Devon Energy Corp

Energy
7.09K
+ 29.78%
$37.87 - $48.65 $268K - $345K
30.9K $1.21M
QDPL
Pacer Fds Tr Metaurus Us Large
580
+ 1.25%
$34.97 - $38.41 $20.3K - $22.3K
47K $1.79M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3
+ 0.06%
$151.63 - $169.74 $455 - $509
4.76K $805K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
22
+ 0.95%
$233.81 - $287.01 $5.14K - $6.31K
2.34K $642K
FEX
First Tr Large Cap Core Alphde

ETFs
30
+ 0.28%
$94.21 - $104.17 $2.83K - $3.13K
10.7K $1.11M
TRGP
Targa Resources Corp.

Energy
122
+ 3.86%
$127.86 - $156.46 $15.6K - $19.1K
3.28K $485K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.06K
+ 24.41%
$54.33 - $60.04 $57.5K - $63.6K
5.4K $324K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
447
+ 6.49%
$71.86 - $78.56 $32.1K - $35.1K
7.34K $576K
XYL
Xylem Inc.

Industrials
557
+ 20.48%
$126.14 - $141.53 $70.3K - $78.8K
3.28K $442K
ECL
Ecolab Inc.

Basic Materials
149
+ 6.95%
$228.86 - $255.76 $34.1K - $38.1K
2.29K $584K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.29K
+ 10.95%
$31.15 - $35.67 $40.2K - $46K
13.1K $458K
STOT
Spdr Doubleline Short Duration

ETFs
1.27K
+ 5.82%
$46.63 - $47.52 $59.3K - $60.4K
23.1K $1.1M
URI
United Rentals, Inc.

Industrials
25
+ 7.58%
$627.41 - $814.1 $15.7K - $20.4K
355 $287K
FTGC
First Trust Global Tactical CO

ETFs
4.03K
+ 3.84%
$22.3 - $24.39 $89.8K - $98.2K
109K $2.58M
ACM
Aecom

Industrials
346
+ 14.82%
$82.37 - $103.25 $28.5K - $35.7K
2.68K $276K
DTE
Dte Energy CO

Utilities
31
+ 0.81%
$108.67 - $128.41 $3.37K - $3.98K
3.85K $494K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.25K
+ 9.19%
$20.12 - $21.28 $45.3K - $47.9K
26.8K $567K
ON
On Semiconductor Corp

Technology
750
+ 19.75%
$66.39 - $78.74 $49.8K - $59.1K
4.55K $330K
GLDM
World Gold Trust

ETFs
832
+ 18.58%
$46.2 - $53.01 $38.4K - $44.1K
5.31K $276K
LYB
Lyondell Basell Industries N.V.

Basic Materials
717
+ 10.63%
$92.56 - $99.46 $66.4K - $71.3K
7.46K $715K
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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