Integrated Wealth Concepts LLC New Holdings in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXS
Axis Capital Holdings LTD

Financial Services
36.6K
New
$69.04 - $79.88 $2.53M - $2.92M
36.6K $2.92M
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
104K
New
$23.74 - $24.37 $2.47M - $2.54M
104K $2.54M
SH
Proshares Short S&P500 New (De

ETFs
158K
New
$10.85 - $12.08 $1.71M - $1.9M
158K $1.71M
HEZU
Ishares Currency Hedged Msci E

ETFs
41.7K
New
$33.46 - $37.07 $1.39M - $1.54M
41.7K $1.53M
EWP
Ishares Inc Msci Spain ETF

ETFs
34.5K
New
$30.69 - $35.62 $1.06M - $1.23M
34.5K $1.22M
FYX
First Tr Small Cap Core Alphad

ETFs
8.3K
New
$89.32 - $100.62 $741K - $835K
8.3K $826K
HAS
Hasbro, Inc.

Consumer Cyclical
10.7K
New
$56.54 - $72.32 $606K - $776K
10.7K $775K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
9.06K
New
$72.41 - $86.76 $656K - $786K
9.06K $746K
OLED
Universal Display Corp Pa

Technology
2.89K
New
$157.72 - $236.42 $456K - $683K
2.89K $606K
RWM
Proshares Short Russell2000

ETFs
29.7K
New
$18.81 - $21.05 $558K - $624K
29.7K $560K
OSK
Oshkosh Corp

Industrials
4.97K
New
$97.2 - $116.02 $483K - $577K
4.97K $498K
ONON
On Holding Ag

Consumer Cyclical
9.04K
New
$36.63 - $51.57 $331K - $466K
9.04K $453K
ACVF
ETF Opportunities Tr American

ETFs
10.3K
New
$39.3 - $43.65 $406K - $451K
10.3K $451K
WHD
Cactus, Inc.

Energy
7.27K
New
$51.05 - $63.46 $371K - $461K
7.27K $433K
AOK
Ishares Tr Core Conservative A

ETFs
10.6K
New
$36.8 - $38.71 $389K - $409K
10.6K $408K
JHI
John Hancock Investors Trust

Financial Services
28.6K
New
$13.28 - $14.06 $380K - $402K
28.6K $402K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
16K
New
$19.97 - $21.77 $320K - $349K
16K $345K
STC
Stewart Information Services Corp

Financial Services
4.56K
New
$61.23 - $76.01 $279K - $347K
4.56K $340K
BAX
Baxter International Inc

Healthcare
8.92K
New
$32.85 - $40.26 $293K - $359K
8.92K $338K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.86K
New
$50.77 - $57.17 $297K - $335K
5.86K $334K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.42K
New
$74.21 - $96.5 $254K - $330K
3.42K $328K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
7.69K
New
$37.39 - $42.2 $288K - $325K
7.69K $324K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
14.3K
New
$20.42 - $22.85 $293K - $327K
14.3K $323K
CPRI
Capri Holdings LTD

Consumer Cyclical
7.49K
New
$29.61 - $42.44 $222K - $318K
7.49K $317K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.87K
New
$88.06 - $109.5 $253K - $314K
2.87K $314K
CATH
Global X Fds Global X S&P 500

ETFs
4.54K
New
$62.26 - $69.39 $283K - $315K
4.54K $314K
PKG
Packaging Corp Of America

Consumer Cyclical
1.45K
New
$176.32 - $215.7 $256K - $313K
1.45K $312K
SKM
Sk Telecom CO LTD

Communication Services
13K
New
$20.68 - $24.47 $269K - $318K
13K $308K
VKTX
Viking Therapeutics, Inc.

Healthcare
4.86K
New
$49.84 - $70.47 $242K - $343K
4.86K $307K
DOCS
Doximity, Inc.

Healthcare
7.06K
New
$25.5 - $43.57 $180K - $308K
7.06K $307K
LBRDK
Liberty Broadband Corp

Communication Services
3.89K
New
$52.66 - $78.14 $205K - $304K
3.89K $300K
URA
Global X Uranium ETF

ETFs
10.2K
New
$23.18 - $31.26 $235K - $317K
10.2K $290K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
11.9K
New
$23.38 - $24.14 $278K - $287K
11.9K $286K
JD
Jd.Com, Inc.

Consumer Cyclical
6.99K
New
$24.95 - $40.01 $174K - $280K
6.99K $279K
FCA
First Trust China Alphadex Fun

ETFs
13.1K
New
$17.26 - $21.01 $226K - $276K
13.1K $275K
HWM
Howmet Aerospace Inc.

Industrials
2.71K
New
$77.3 - $100.22 $209K - $271K
2.71K $271K
TTWO
Take Two Interactive Software Inc

Communication Services
1.66K
New
$135.67 - $161.71 $225K - $268K
1.66K $255K
JPUS
Jpmorgan Diversified Return Us

ETFs
2.09K
New
$108.5 - $119.68 $227K - $250K
2.09K $250K
WES
Western Midstream Partners, LP

Energy
6.53K
New
$36.59 - $42.74 $239K - $279K
6.53K $249K
ERJ
Embraer S.A.

Industrials
6.84K
New
$25.9 - $36.95 $177K - $253K
6.84K $241K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
4.75K
New
$45.68 - $50.6 $217K - $240K
4.75K $240K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.76K
New
$41.77 - $67.84 $157K - $255K
3.76K $240K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.32K
New
$29.24 - $45.37 $155K - $241K
5.32K $239K
MAS
Masco Corp

Industrials
2.85K
New
$64.7 - $83.94 $184K - $239K
2.85K $238K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.31K
New
$63.74 - $73.47 $211K - $243K
3.31K $236K
APTV
Aptiv PLC

Consumer Cyclical
3.25K
New
$65.39 - $74.24 $213K - $241K
3.25K $234K
IDCC
Inter Digital, Inc.

Communication Services
1.65K
New
$116.28 - $141.69 $192K - $234K
1.65K $234K
CCBG
Capital City Bank Group Inc

Financial Services
6.65K
New
$26.81 - $36.09 $178K - $240K
6.65K $234K
TRU
Trans Union

Industrials
2.19K
New
$72.72 - $106.05 $159K - $233K
2.19K $229K
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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