Integrated Wealth Concepts LLC Incresed Positions in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
19.2K
+ 373.6%
N/A
24.3K $0
Nextracker Inc
1.02K
+ 14.7%
N/A
7.95K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.6K
+ 5.21%
N/A
295K $0
Doubleline Mortgage
25.6K
+ 30.24%
N/A
110K $0
FDV
Federated Hermes ETF Tr U S St
1.07K
+ 0.78%
N/A
138K $0
Natwest Group
1.47K
+ 4.28%
N/A
35.9K $0
Pimco Enhanced
3.1K
+ 0.87%
N/A
361K $0
Linde PLC
844
+ 11.58%
N/A
8.13K $0
PIN
Invesco India ETF Trust India
3.9K
+ 9.06%
N/A
46.9K $0
Morgan Stanley
127
+ 0.59%
N/A
21.6K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
84.6K
+ 198.96%
N/A
127K $0
JGRO
J P Morgan Exchange Traded Fd
12.2K
+ 16.01%
N/A
88.5K $0
Klaviyo Inc
84
+ 0.06%
N/A
145K $0
Dimensional Us
232K
+ 5680.32%
N/A
236K $0
Kenvue Inc
156
+ 0.45%
N/A
35.2K $0
Encore Energy Corp
1K
+ 9.73%
N/A
11.3K $0
CGMS
Capital Grp Core Plus Income E
32K
+ 17.11%
N/A
219K $0
ILCG
Ishares Morningstar Growth ETF
1.03K
+ 12.38%
N/A
9.38K $0
Proshares S&P
21.1K
+ 281.97%
N/A
28.6K $0
Ferguson Enterprises
74
+ 6.49%
N/A
1.21K $0
First Tr Exchange Traded Fd
3.78K
+ 28.25%
N/A
17.2K $0
MOH
Molina Healthcare, Inc.

Healthcare
258
+ 18.47%
$274.73 - $341.91 $70.9K - $88.2K
1.66K $481K
Simplify Exchange Traded Fun
538
+ 6.24%
N/A
9.16K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
14
+ 0.44%
N/A
3.18K $0
Tidal Tr Ii
24.2K
+ 7.71%
N/A
338K $0
Capital Group
18.3K
+ 87.28%
N/A
39.3K $0
Aptus Large Cap Enhanced Yield ETF
173K
+ 12.49%
N/A
1.56M $0
Capital Group
14.9K
+ 102.1%
N/A
29.5K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
318K
+ 20.27%
N/A
1.88M $0
Fidelity Covington
24.4K
+ 21.08%
N/A
140K $0
Natures Sunshine Prods Inc
511
+ 4.17%
N/A
12.8K $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4
+ 0.07%
$60.51 - $65.57 $242 - $262
5.35K $325K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
349
+ 3.58%
$64.34 - $70.57 $22.5K - $24.6K
10.1K $659K
AAT
American Assets Trust, Inc.

Real Estate
258
+ 1.51%
$25.42 - $28.67 $6.56K - $7.4K
17.3K $455K
KXI
Ishares Tr Global Consumer Sta

ETFs
294
+ 8.07%
$60.15 - $65.39 $17.7K - $19.2K
3.94K $237K
PHO
Invesco Exchange Traded Fd Tr

ETFs
778
+ 6.78%
$65.79 - $72.14 $51.2K - $56.1K
12.3K $806K
OLED
Universal Display Corp Pa

Technology
1.24K
+ 42.82%
$146.2 - $213.81 $181K - $264K
4.13K $603K
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
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
IBDV
Ishares Tr

Technology
868
+ 3.15%
$21.24 - $22.15 $18.4K - $19.2K
28.4K $607K
FDLO
Fidelity Covington Tr Low Vola

ETFs
13
+ 0.16%
$60.24 - $63.08 $783 - $820
8.06K $488K
IRT
Independence Realty Trust, Inc.

Real Estate
206
+ 1.27%
$18.78 - $22.01 $3.87K - $4.53K
16.4K $325K
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
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
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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