Integrated Wealth Concepts LLC Sells in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-375K
- 19.63%
$60.84 - $67.51 $22.8M - $25.3M
1.53M $104M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-114K
- 44.72%
$91.42 - $91.82 $10.4M - $10.5M
141K $12.9M
QCOM
Qualcomm Inc

Technology
-4.95K
- 2.25%
$156.12 - $209.64 $772K - $1.04M
215K $36.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-194K
- 12.68%
$44.83 - $47.42 $8.68M - $9.18M
1.33M $62.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-85.4K
- 24.8%
$77.02 - $85.06 $6.58M - $7.26M
259K $21.9M
ADBE
Adobe Inc.

Technology
-7.07K
- 36.7%
$508.13 - $586.55 $3.59M - $4.15M
12.2K $6.32M
LRCX
Lam Research Corp

Technology
-3.81K
- 89.7%
$731.56 - $1127.3 $2.79M - $4.29M
437 $356K
SPYG
Spdr Portfolio

ETFs
-72.3K
- 10.27%
$73.38 - $84.1 $5.31M - $6.08M
632K $52.4M
VEA
Vanguard Ftse Developed Market

ETFs
-108K
- 18.6%
$47.6 - $53.31 $5.16M - $5.77M
474K $25M
USD
Proshares Ultra Semiconductors

ETFs
-200
- 0.11%
$85.93 - $163.04 $17.2K - $32.6K
188K $22.6M
GOOGL
Alphabet Inc.

Communication Services
-3.92K
- 2.31%
$148.65 - $191.18 $583K - $750K
166K $27.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-126K
- 20.88%
$41.02 - $46.01 $5.19M - $5.82M
479K $21.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
-92.3K
- 20.29%
$32.34 - $35.85 $2.98M - $3.31M
362K $12.8M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-159K
- 20.23%
$21.05 - $21.17 $3.34M - $3.36M
626K $13.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
-54.7K
- 90.87%
$56.52 - $63.23 $3.09M - $3.46M
5.5K $338K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-128K
- 14.46%
$23.88 - $24.01 $3.05M - $3.07M
757K $18.2M
FDL
First Tr Morningstar Dividend

ETFs
-79.5K
- 66.13%
$37.66 - $42.06 $2.99M - $3.34M
40.7K $1.71M
SOXX
Ishares Semiconductor ETF

ETFs
-3.41K
- 3.03%
$199.29 - $265.49 $679K - $905K
109K $25.1M
AIG
American International Group, Inc.

Financial Services
-33.9K
- 73.62%
$70.16 - $79.23 $2.38M - $2.69M
12.2K $890K
GRMN
Garmin LTD

Technology
-15.7K
- 66.2%
$161.1 - $183.29 $2.54M - $2.89M
8.04K $1.41M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-97.3K
- 66.71%
$24.07 - $24.62 $2.34M - $2.39M
48.5K $1.19M
MBB
Ishares Tr

ETFs
-33.9K
- 14.25%
$90.85 - $96.66 $3.08M - $3.27M
204K $19.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-16K
- 8.71%
$133.16 - $158.73 $2.13M - $2.54M
168K $25.5M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-38.4K
- 70.49%
$47.78 - $56.88 $1.83M - $2.18M
16.1K $865K
SHV
Ishares Tr

ETFs
-18.8K
- 14.86%
$110.05 - $110.63 $2.07M - $2.08M
108K $11.9M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-47.4K
- 90.31%
$40.48 - $45.39 $1.92M - $2.15M
5.09K $223K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-38.4K
- 29.07%
$50.52 - $50.95 $1.94M - $1.96M
93.7K $4.77M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-16K
- 21.09%
$114.52 - $127.8 $1.84M - $2.05M
60K $7.53M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-30.4K
- 35.63%
$59.61 - $60.15 $1.81M - $1.83M
55K $3.29M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-79K
- 19.27%
$22.61 - $22.79 $1.79M - $1.8M
331K $7.52M
PSA
Public Storage

Real Estate
-6.98K
- 62.56%
$283.13 - $365.01 $1.98M - $2.55M
4.18K $1.52M
INTC
Intel Corp

Technology
-10.1K
- 5.98%
$18.9 - $34.87 $190K - $351K
158K $3.71M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-17.1K
- 77.92%
$77.64 - $90.33 $1.33M - $1.55M
4.85K $432K
SPMD
Spdr Portfolio

ETFs
-33.2K
- 23.05%
$50.29 - $54.92 $1.67M - $1.83M
111K $6.07M
AMAT
Applied Materials Inc

Technology
-472
- 1.44%
$174.88 - $254.97 $82.5K - $120K
32.4K $6.55M
EWG
Ishares Msci Germany ETF

ETFs
-37.5K
- 62.88%
$29.49 - $33.93 $1.11M - $1.27M
22.1K $748K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-49K
- 25.22%
$19.94 - $22.45 $976K - $1.1M
145K $3.13M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-12.4K
- 10.46%
$94.39 - $96.15 $1.17M - $1.19M
106K $10.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-20K
- 46.29%
$51.29 - $56.57 $1.02M - $1.13M
23.2K $1.31M
BA
Boeing CO

Industrials
-146
- 0.47%
$152.04 - $190.6 $22.2K - $27.8K
30.7K $4.67M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-46.7K
- 7.06%
$40.83 - $43.12 $1.9M - $2.01M
614K $26.3M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-9.7K
- 68.19%
$53.01 - $82.74 $514K - $803K
4.53K $293K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-11K
- 33.93%
$90.87 - $102.43 $1M - $1.13M
21.4K $2.12M
MRK
Merck & Co., Inc.

Healthcare
-442
- 0.54%
$111.15 - $128.97 $49.1K - $57K
81.5K $9.25M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-30K
- 19.22%
$39.66 - $43.57 $1.19M - $1.31M
126K $5.49M
EWJ
Ishares Msci Japan ETF

ETFs
-14.9K
- 27.0%
$63.12 - $72.99 $941K - $1.09M
40.3K $2.88M
BLK
Black Rock Inc.

Financial Services
-1.25K
- 59.18%
$782.27 - $949.51 $979K - $1.19M
863 $819K
WFC
Wells Fargo & Company

Financial Services
-9.95K
- 11.26%
$51.58 - $60.97 $513K - $607K
78.4K $4.43M
XLE
Energy Sector Spdr

ETFs
-1.23K
- 0.6%
$84.35 - $93.39 $103K - $114K
201K $17.7M
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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