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
NYF
Ishares New York Muni Bond ETF

ETFs
35
+ 0.69%
$53.13 - $54.36 $1.86K - $1.9K
5.08K $275K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
600
+ 5.37%
$8.32 - $11.0 $4.99K - $6.6K
11.8K $109K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14
+ 0.22%
$48.06 - $49.39 $673 - $691
6.4K $315K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
24
+ 0.14%
$20.92 - $21.41 $502 - $514
17.4K $371K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
7
+ 0.06%
$7.74 - $8.68 $54.2 - $60.8
11.3K $98K
CACI
Caci International Inc

Technology
12
+ 0.9%
$427.76 - $427.76 $5.13K - $5.13K
1.34K $574K
ROK
Rockwell Automation, Inc

Industrials
149
+ 2.54%
$248.27 - $294.37 $37K - $43.9K
6.01K $1.61M
EQT
Eqt Corp

Energy
182
+ 1.11%
$30.21 - $37.21 $5.5K - $6.77K
16.6K $607K
Ft Cboe Vst Us Eqt Br Rpm Inc ETF
42
+ 0.54%
N/A
7.83K $0
YEAR
Ab Active Etfs Inc Ultra Short
801
+ 20.16%
N/A
4.77K $0
Pimco Enhanced
14.1K
+ 4.11%
N/A
358K $0
Labcorp Holdings
2.61K
+ 108.74%
N/A
5.02K $0
Cava Group
585
+ 10.08%
N/A
6.39K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
53.6K
+ 23.65%
N/A
280K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
23.5K
+ 79.9%
N/A
52.9K $0
Capital Group
6.33K
+ 76.75%
N/A
14.6K $0
ROLL
Rbc Bearings Inc

Industrials
1
+ 0.11%
N/A
928 $228K
FDV
Federated Hermes ETF Tr U S St
1.64K
+ 1.22%
N/A
137K $0
Arcadium Lithium
413
+ 0.36%
N/A
115K $0
Amplify Tr
308
+ 3.24%
N/A
9.82K $0
Rbb Us
8.91K
+ 107.97%
N/A
17.2K $0
Ab Disruptors ETF
35.1K
+ 149.02%
N/A
58.7K $0
Liberty Media Corp Ser A
300
+ 4.19%
N/A
7.46K $0
Ishares Bitcoin
5.55K
+ 17.36%
N/A
37.6K $0
Doubleline ETF Trust Mortgage
6.87K
+ 8.83%
N/A
84.7K $0
VUSB
Vanguard Bd Index Fds
1.04K
+ 1.51%
N/A
70.3K $0
New America
10.1K
+ 11.43%
N/A
98.7K $0
Fidelity Wise Origin Bitcoin Trust
1.3K
+ 33.99%
N/A
5.14K $0
PIN
Invesco India ETF Trust India
1.83K
+ 4.43%
N/A
43K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
209K
+ 186.2%
N/A
321K $0
Ft Cboe Vest U.S. Equity Moderate Buffer ETF
473
+ 0.29%
N/A
166K $0
Fortress Biotech
18.7K
+ 68.25%
N/A
46.1K $0
GIGB
Goldman Sachs ETF Access Invt
134K
+ 1841.77%
N/A
141K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
183K
+ 13.2%
N/A
1.57M $0
Vizsla Silver Corp
11.7K
+ 29.04%
N/A
52.1K $0
Ai Powered Equity ETF
4
+ 0.02%
N/A
16.9K $0
CGMS
Capital Grp Core Plus Income E
14.9K
+ 8.64%
N/A
187K $0
Return Stack Bond Mangd Futures ETF
9.27K
+ 3.05%
N/A
313K $0
JGRO
J P Morgan Exchange Traded Fd
52.9K
+ 225.74%
N/A
76.3K $0
Simplify Mortgage Backed Securities
1.15K
+ 15.36%
N/A
8.62K $0
Nanoviricides Inc
16.5K
+ 44.79%
N/A
53.3K $0
LCTD
Blackrock ETF World Ex Us Carb
6.03K
+ 46.82%
N/A
18.9K $0
Arm Holdings
601
+ 5.78%
N/A
11K $0
Natwest Group
487
+ 1.44%
N/A
34.4K $0
SPYC
Simplify Exchange Traded Fds U
8.35K
+ 2.98%
N/A
288K $0
Blackrock Flexible
54
+ 0.03%
N/A
190K $0
Linde PLC
106
+ 1.48%
N/A
7.29K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
38.4K
+ 17.94%
N/A
252K $0
Pimco Ultra
19.8K
+ 215.35%
N/A
29K $0
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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