Integrated Wealth Concepts LLC Sells in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-150
- 0.35%
$9.73 - $11.03 $1.46K - $1.65K
42.9K $473K
FSIG
First Tr ETF Iv LTD Duration I
-3.41K
- 0.8%
$18.77 - $19.14 $63.9K - $65.2K
421K $8.05M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-389
- 1.22%
$20.46 - $21.89 $7.96K - $8.52K
31.6K $692K
CHWY
Chewy, Inc.

Consumer Cyclical
-1.39K
- 19.27%
$31.21 - $48.21 $43.4K - $67.1K
5.83K $248K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-287
- 3.18%
$72.32 - $86.4 $20.8K - $24.8K
8.74K $755K
CATH
Global X Fds Global X S&P 500

ETFs
-363
- 6.72%
$59.85 - $75.45 $21.7K - $27.4K
5.04K $379K
DSTL
ETF Ser Solution Distillate Us

ETFs
-25
- 0.17%
$48.53 - $55.35 $1.21K - $1.38K
14.9K $822K
UL
Unilever PLC

Consumer Defensive
-124
- 0.83%
$57.9 - $65.43 $7.18K - $8.11K
14.8K $903K
CDRE
Cadre Holdings, Inc.

Industrials
-53
- 0.68%
$28.17 - $36.48 $1.49K - $1.93K
7.73K $246K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-12.7K
- 8.34%
$54.28 - $67.95 $691K - $866K
140K $9.51M
SRLN
Ssga Active Trust

ETFs
-1.93K
- 0.9%
$39.47 - $41.59 $76.3K - $80.4K
213K $8.86M
SF
Stifel Financial Corp

Financial Services
-75
- 2.6%
$76.49 - $103.78 $5.74K - $7.78K
2.81K $291K
IPAR
Inter Parfums Inc

Consumer Defensive
-131
- 5.77%
$99.7 - $141.48 $13.1K - $18.5K
2.14K $280K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-893
- 0.48%
$49.57 - $50.27 $44.3K - $44.9K
185K $9.3M
WTFC
Wintrust Financial Corp

Financial Services
-76
- 2.49%
$95.17 - $124.21 $7.23K - $9.44K
2.97K $368K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-268
- 5.24%
$53.5 - $71.62 $14.3K - $19.2K
4.85K $347K
WCC
Wesco International Inc

Industrials
-82
- 5.71%
$132.86 - $186.1 $10.9K - $15.3K
1.36K $250K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-162
- 0.55%
$67.03 - $80.35 $10.9K - $13K
29.3K $2.33M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-50
- 0.64%
$26.03 - $35.66 $1.3K - $1.78K
7.78K $266K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.05K
- 8.37%
$45.98 - $56.15 $94.3K - $115K
22.4K $1.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-259
- 7.24%
$224.16 - $285.86 $58.1K - $74K
3.32K $947K
COOP
Mr. Cooper Group Inc.

Financial Services
-430
- 12.78%
$107.26 - $155.96 $46.1K - $67.1K
2.94K $437K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-235
- 0.17%
$10.6 - $12.44 $2.49K - $2.92K
142K $1.76M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-470
- 4.43%
$30.25 - $38.85 $14.2K - $18.3K
10.1K $393K
KOMP
Spdr S&P Kensho New Economies

ETFs
-47
- 0.92%
$40.86 - $54.38 $1.92K - $2.56K
5.04K $273K
LBRDK
Liberty Broadband Corp

Communication Services
-174
- 4.25%
$73.65 - $101.29 $12.8K - $17.6K
3.92K $385K
MRVL
Marvell Technology, Inc.

Technology
-3.46K
- 17.9%
$49.38 - $79.97 $171K - $277K
15.9K $1.23M
CASY
Caseys General Stores Inc

Consumer Cyclical
-365
- 12.34%
$415.82 - $510.91 $152K - $186K
2.59K $1.32M
MSTR
Microstrategy Inc

Technology
-1.67K
- 27.03%
$237.95 - $421.61 $397K - $704K
4.51K $1.82M
BX
Blackstone Inc.

Financial Services
-3.1K
- 6.0%
$120.07 - $151.11 $372K - $469K
48.6K $7.28M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-303
- 0.95%
$35.77 - $42.27 $10.8K - $12.8K
31.6K $1.34M
FITB
Fifth Third Bancorp

Financial Services
-123
- 0.44%
$33.32 - $41.51 $4.1K - $5.11K
27.6K $1.14M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-381
- 1.41%
$28.28 - $34.34 $10.8K - $13.1K
26.6K $901K
AVDE
American Centy ETF Tr Avantis

ETFs
-43
- 0.64%
$59.32 - $74.36 $2.55K - $3.2K
6.65K $492K
AIQ
Global X Funds Global X Artifi

ETFs
-12.2K
- 15.27%
$31.5 - $43.69 $383K - $531K
67.4K $2.95M
TDIV
First Trust Nasdaq Technology

ETFs
-3.29K
- 15.6%
$64.41 - $90.17 $212K - $296K
17.8K $1.6M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-43
- 1.2%
$70.54 - $93.95 $3.03K - $4.04K
3.55K $333K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-1.01K
- 3.68%
$40.85 - $48.2 $41.3K - $48.8K
26.5K $1.28M
INDA
Ishares Msci India Index Fund

ETFs
-2.59K
- 5.48%
$49.13 - $55.86 $127K - $145K
44.7K $2.49M
UEC
Uranium Energy Corp

Energy
-3.29K
- 8.46%
$4.0 - $7.05 $13.1K - $23.2K
35.6K $241K
RUN
Sunrun Inc.

Technology
-2.27K
- 6.93%
$5.67 - $12.85 $12.9K - $29.2K
30.5K $249K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-625
- 1.69%
$33.19 - $40.78 $20.7K - $25.5K
36.4K $1.44M
SOCL
Global X Fds Global X Social M

ETFs
-197
- 2.71%
$38.16 - $53.85 $7.52K - $10.6K
7.06K $377K
PSLV
Sprott Physical Silver Trust

Financial Services
-5.59K
- 2.81%
$9.98 - $12.51 $55.8K - $69.9K
193K $2.37M
DERM
Journey Medical Corp

Healthcare
-1.5K
- 2.64%
$5.97 - $8.07 $8.96K - $12.1K
55.4K $397K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-3.14K
- 3.36%
$26.18 - $30.91 $82.3K - $97.1K
90.5K $2.72M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 2.86%
$89.02 - $104.29 $90.9K - $106K
34.7K $3.62M
DLR
Digital Realty Trust, Inc.

Real Estate
-680
- 10.95%
$136.11 - $177.69 $92.6K - $121K
5.53K $963K
VOE
Vanguard Mid Cap Value Index F

ETFs
-165
- 0.61%
$141.87 - $164.49 $23.4K - $27.1K
27K $4.44M
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 Sold out 0 Options Calls 0 Puts 0
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