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
FNDF
Schwab Fundamental Intl Large

ETFs
14.6K
+ 35.11%
$33.67 - $37.71 $490K - $549K
56K $2.09M
KWEB
Kraneshares Tr Csi China Inter

ETFs
12.2K
+ 37.21%
$24.73 - $34.02 $301K - $413K
44.8K $1.52M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.26K
+ 1416.97%
$150.73 - $974.56 $944K - $6.1M
6.71K $1.07M
PULS
Pgim ETF Tr

ETFs
12.7K
+ 10.88%
$49.47 - $49.8 $627K - $632K
129K $6.43M
TJX
Tjx Companies Inc

Consumer Cyclical
3.78K
+ 14.44%
$107.93 - $120.23 $408K - $454K
30K $3.52M
MO
Altria Group, Inc.

Consumer Defensive
3.39K
+ 4.0%
$45.95 - $54.71 $156K - $185K
88.1K $4.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.42K
+ 20.43%
$106.11 - $113.72 $469K - $503K
26.1K $2.95M
SPG
Simon Property Group Inc

Real Estate
2.87K
+ 35.68%
$146.09 - $170.11 $419K - $488K
10.9K $1.84M
PPG
Ppg Industries Inc

Basic Materials
4.49K
+ 146.09%
$118.32 - $134.55 $531K - $604K
7.56K $1M
ARGT
Global X Msci Argentina ETF

ETFs
2.4K
+ 5.01%
$54.45 - $70.18 $130K - $168K
50.3K $3.33M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.76K
+ 33.36%
$285.48 - $330.24 $503K - $582K
7.04K $2.27M
IJS
Ishares S&P Smallcap 600 Value

ETFs
794
+ 1.59%
$95.81 - $109.03 $76.1K - $86.6K
50.9K $5.48M
AMD
Advanced Micro Devices Inc

Technology
2.91K
+ 4.25%
$128.67 - $183.96 $374K - $535K
71.3K $11.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.5K
+ 5.17%
$47.7 - $48.54 $453K - $461K
193K $9.39M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.51K
+ 4.58%
$90.01 - $95.32 $316K - $334K
80.1K $7.58M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.4K
+ 26.93%
$23.78 - $25.04 $508K - $535K
101K $2.52M
WEC
Wec Energy Group, Inc.

Utilities
3.94K
+ 33.05%
$77.68 - $96.19 $306K - $379K
15.9K $1.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.12K
+ 6.52%
$36.98 - $41.55 $263K - $296K
116K $4.78M
HAL
Halliburton CO

Energy
29.1K
+ 52.95%
$27.81 - $36.44 $811K - $1.06M
84.2K $2.44M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.49K
+ 11.94%
$56.04 - $62.2 $364K - $403K
60.8K $3.78M
DGX
Quest Diagnostics Inc

Healthcare
4.24K
+ 38.32%
$137.09 - $137.09 $581K - $581K
15.3K $2.1M
ROKU
Roku, Inc

Communication Services
4.43K
+ 26.89%
$51.67 - $77.48 $229K - $343K
20.9K $1.56M
JHG
Janus Henderson Group PLC

Financial Services
3.42K
+ 3.39%
$33.55 - $38.68 $115K - $132K
104K $3.97M
SNA
Snap On Inc

Industrials
1.87K
+ 220.66%
$255.35 - $289.77 $477K - $542K
2.72K $787K
CEG
Constellation Energy Corp

Utilities
504
+ 7.03%
$167.08 - $262.86 $84.2K - $132K
7.68K $2M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.9K
+ 45.45%
$21.7 - $22.6 $496K - $517K
73.1K $1.65M
USTB
Victory Portfolios Ii Victorys

ETFs
10.4K
+ 53.66%
$49.79 - $50.91 $516K - $528K
29.7K $1.51M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
18.7K
+ 7.58%
$26.42 - $26.67 $493K - $498K
265K $7.06M
TFC
Truist Financial Corp

Financial Services
10.4K
+ 43.18%
$38.22 - $44.94 $398K - $467K
34.5K $1.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.94K
+ 7.04%
$37.37 - $41.82 $259K - $290K
105K $4.37M
SWKS
Skyworks Solutions, Inc.

Technology
6.05K
+ 66.59%
$96.22 - $120.68 $582K - $730K
15.1K $1.5M
FLCA
Franklin Templeton ETF Tr

ETFs
11.1K
+ 43.82%
$32.97 - $37.74 $366K - $419K
36.4K $1.37M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
10.1K
+ 19.56%
$32.04 - $37.11 $324K - $375K
61.8K $2.25M
BDX
Becton Dickinson & CO

Healthcare
2.03K
+ 75.25%
$221.47 - $242.41 $450K - $492K
4.73K $1.14M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.46K
+ 11.37%
$71.01 - $78.81 $316K - $351K
43.7K $3.44M
MCHP
Microchip Technology Inc

Technology
6.97K
+ 149.05%
$72.0 - $95.98 $501K - $669K
11.6K $934K
NFLX
Netflix Inc

Communication Services
178
+ 1.65%
$598.55 - $722.26 $107K - $129K
11K $7.79M
SHOP
Shopify Inc.

Technology
655
+ 2.08%
$52.26 - $80.75 $34.2K - $52.9K
32.1K $2.57M
EL
Estee Lauder Companies Inc

Consumer Defensive
5.14K
+ 130.42%
$84.18 - $106.5 $433K - $547K
9.08K $905K
IDV
Ishares Tr

ETFs
8.92K
+ 11.15%
$27.62 - $30.64 $246K - $273K
89K $2.69M
O
Realty Income Corp

Real Estate
923
+ 2.35%
$52.36 - $63.42 $48.3K - $58.5K
40.1K $2.54M
VT
Vanguard Total World Stk Index

ETFs
1.93K
+ 5.82%
$107.72 - $119.96 $208K - $232K
35.1K $4.2M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
4.2K
+ 4.91%
$50.43 - $55.76 $212K - $234K
89.8K $5.01M
MCHI
Ishares Msci China ETF

ETFs
6.94K
+ 56.46%
$40.43 - $50.98 $281K - $354K
19.2K $978K
EWS
Ishares Inc Msci Singapore ETF

ETFs
14.9K
+ 34.95%
$18.52 - $22.4 $277K - $335K
57.7K $1.28M
RACE
Ferrari N.V.

Consumer Cyclical
613
+ 22.59%
$405.92 - $496.79 $249K - $305K
3.33K $1.56M
XLC
Select Sector Spdr Tr Communic

ETFs
1.11K
+ 1.48%
$82.16 - $90.4 $91K - $100K
75.8K $6.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.16K
+ 5.84%
$79.92 - $88.19 $173K - $191K
39.2K $3.45M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.53K
+ 81.55%
$198.8 - $270.35 $303K - $412K
3.4K $836K
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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