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
AEM
Agnico Eagle Mines LTD

Basic Materials
486
+ 8.37%
$65.04 - $84.24 $31.6K - $40.9K
6.29K $506K
PFF
Ishares Trust Ishares Pfd And

ETFs
493
+ 0.75%
$31.18 - $33.5 $15.4K - $16.5K
65.8K $2.19M
SPOT
Spotify Technology S.A.

Communication Services
93
+ 5.64%
$290.16 - $384.01 $27K - $35.7K
1.74K $642K
PPA
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$102.05 - $114.97 $1.12K - $1.26K
10.1K $1.16M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
20.7K
+ 25.81%
$6.3 - $6.99 $131K - $145K
101K $669K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1K
+ 8.11%
$65.06 - $71.72 $65.2K - $71.9K
13.4K $949K
DORM
Dorman Products, Inc.

Consumer Cyclical
349
+ 8.93%
$87.27 - $117.5 $30.5K - $41K
4.26K $481K
CTAS
Cintas Corp

Industrials
3.95K
+ 283.5%
$201.38 - $819.83 $796K - $3.24M
5.35K $1.1M
SMIN
Ishares Msci India Small Cap I

ETFs
1.15K
+ 25.64%
$79.48 - $86.97 $91.4K - $100K
5.64K $484K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
31
+ 0.16%
$44.07 - $50.57 $1.37K - $1.57K
19.4K $982K
MET
Metlife Inc

Financial Services
293
+ 3.77%
$67.96 - $82.48 $19.9K - $24.2K
8.07K $665K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
98
+ 0.06%
$12.0 - $13.08 $1.18K - $1.28K
154K $2.01M
ODFL
Old Dominion Freight Line, Inc.

Industrials
101
+ 2.31%
$178.41 - $210.18 $18K - $21.2K
4.47K $886K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.01K
+ 16.87%
$18.12 - $18.92 $90.7K - $94.7K
34.7K $652K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
1.4K
+ 11.63%
$32.97 - $39.35 $46.2K - $55.1K
13.4K $521K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.26K
+ 8.2%
$23.47 - $23.74 $99.9K - $101K
56.1K $1.33M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
392
+ 3.86%
$110.22 - $120.89 $43.2K - $47.4K
10.6K $1.27M
BSX
Boston Scientific Corp

Healthcare
51
+ 0.33%
$72.96 - $84.0 $3.72K - $4.28K
15.7K $1.32M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.53K
+ 2.27%
N/A
159K $5.01M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.53K
+ 14.6%
$47.29 - $52.55 $72.1K - $80.1K
12K $629K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.21K
+ 11.27%
$23.41 - $23.78 $98.6K - $100K
41.6K $985K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.34K
+ 21.69%
$22.87 - $23.34 $99.3K - $101K
24.4K $566K
BNDX
Vanguard Total International B

ETFs
1.63K
+ 10.01%
$48.42 - $50.35 $79K - $82.2K
17.9K $901K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.89K
+ 18.98%
$49.07 - $50.44 $92.8K - $95.4K
11.9K $597K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
3.51K
+ 9.89%
$20.71 - $21.69 $72.7K - $76.1K
39K $843K
HBAN
Huntington Bancshares Inc

Financial Services
800
+ 1.3%
$12.84 - $15.15 $10.3K - $12.1K
62.4K $917K
AMZN
Amazon Com Inc

Consumer Cyclical
14K
+ 3.87%
$161.02 - $200.0 $2.25M - $2.79M
374K $69.8M
XSMO
Invesco S&P Smallcap Momentum

ETFs
457
+ 3.77%
$59.5 - $67.14 $27.2K - $30.7K
12.6K $833K
IGM
Ishares Expanded Tech Sector E

ETFs
1.02K
+ 22.64%
$84.03 - $98.62 $85.8K - $101K
5.53K $530K
IWP
Ishares Russell Mid Cap Growth

ETFs
244
+ 2.22%
$103.87 - $117.59 $25.3K - $28.7K
11.2K $1.32M
AVUV
American Centy ETF Tr Avantis

ETFs
619
+ 8.49%
$88.24 - $99.7 $54.6K - $61.7K
7.91K $758K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
408
+ 1.26%
$96.3 - $106.49 $39.3K - $43.4K
32.8K $3.43M
UBS
Ubs Group Ag

Financial Services
457
+ 0.7%
$27.97 - $31.42 $12.8K - $14.4K
65.6K $2.03M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.75K
+ 12.63%
$47.18 - $48.74 $82.6K - $85.3K
15.6K $759K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.19K
+ 1.13%
$9.33 - $10.18 $11.1K - $12.1K
107K $1.09M
MGC
Vanguard Mega Cap ETF

ETFs
360
+ 12.6%
$185.93 - $206.64 $66.9K - $74.4K
3.22K $664K
JPEM
Jp Morgan Diversified Return

ETFs
602
+ 2.3%
$52.23 - $56.96 $31.4K - $34.3K
26.8K $1.52M
TSN
Tyson Foods, Inc.

Consumer Defensive
852
+ 4.2%
$55.91 - $65.87 $47.6K - $56.1K
21.1K $1.26M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
350
+ 2.65%
$80.24 - $91.14 $28.1K - $31.9K
13.5K $1.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
314
+ 11.97%
$175.0 - $190.72 $55K - $59.9K
2.94K $560K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.58%
$896.19 - $1044.18 $3.58K - $4.18K
688 $714K
FUND
Sprott Focus Trust Inc.

Financial Services
3.3K
+ 1.01%
$7.41 - $8.1 $24.5K - $26.7K
330K $2.54M
IYE
Ishares Tr

ETFs
3.05K
+ 11.41%
$44.44 - $49.18 $136K - $150K
29.8K $1.38M
DSTL
ETF Ser Solution Distillate Us

ETFs
289
+ 1.95%
$50.87 - $56.8 $14.7K - $16.4K
15.1K $857K
SCCO
Southern Copper Corp

Basic Materials
250
+ 2.93%
$94.1 - $120.43 $23.5K - $30.1K
8.8K $1.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.79K
+ 28.13%
$44.9 - $47.55 $80.5K - $85.3K
8.17K $385K
WU
Western Union CO

Financial Services
8.94K
+ 23.05%
$11.35 - $12.97 $102K - $116K
47.7K $569K
IWV
Ishares Russell 3000 ETF

ETFs
11
+ 0.22%
$294.75 - $326.73 $3.24K - $3.59K
5.04K $1.65M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
231
+ 1.81%
$94.31 - $103.26 $21.8K - $23.9K
13K $1.33M
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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