Integrated Wealth Concepts LLC Sells in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-139
- 1.9%
$50.53 - $55.55 $7.02K - $7.72K
7.19K $366K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-42
- 0.73%
$75.44 - $80.53 $3.17K - $3.38K
5.71K $433K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-98
- 1.85%
N/A
5.2K $446K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-68
- 1.4%
$86.6 - $95.01 $5.89K - $6.46K
4.79K $424K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-5
- 0.04%
$49.39 - $52.31 $247 - $262
11.1K $553K
FICO
Fair Isaac Corp

Technology
-17
- 2.93%
$1911.01 - $2382.4 $32.5K - $40.5K
564 $1.12M
FTC
First Tr Lge Cap Growth

ETFs
-543
- 4.99%
$130.13 - $149.09 $70.7K - $81K
10.3K $1.42M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-195
- 1.1%
$9.64 - $10.11 $1.88K - $1.97K
17.6K $172K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-472
- 8.88%
$43.37 - $51.46 $20.5K - $24.3K
4.85K $233K
PLUG
Plug Power Inc

Industrials
-1.5K
- 7.28%
$1.87 - $2.67 $2.81K - $4.02K
19.2K $40K
ARRY
Array Technologies, Inc.

Technology
-2
- 0.02%
$5.16 - $7.63 $10.3 - $15.3
11.1K $67K
NRZ
New Residential Investment Corp.

Real Estate
-676
- 0.48%
N/A
140K $1.01M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-1.47K
- 2.01%
$19.86 - $21.15 $29.3K - $31.2K
71.8K $1.49M
MTTR
Matterport, Inc.

Technology
-2.03K
- 8.6%
$4.46 - $4.96 $9.04K - $10.1K
21.5K $102K
JKHY
Henry Jack & Associates Inc

Technology
-4
- 0.23%
$171.12 - $186.18 $684 - $745
1.74K $304K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-5
- 0.17%
$86.65 - $94.9 $433 - $475
2.98K $258K
AM
Antero Midstream Corp

Energy
-232
- 1.77%
$14.22 - $15.97 $3.3K - $3.71K
12.9K $194K
AMRN
Amarin Corp Plcuk

Healthcare
-1.5K
- 7.39%
$0.44 - $0.63 $660 - $945
18.8K $9K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-4.3K
- 6.78%
$22.75 - $25.31 $97.7K - $109K
59.1K $1.46M
GDDY
Go Daddy Inc.

Technology
-558
- 20.71%
$153.16 - $209.03 $85.5K - $117K
2.14K $421K
ROLL
Rbc Bearings Inc

Industrials
-2
- 0.22%
N/A
926 $227K
MLNK
Meridian Link, Inc.

Technology
-74
- 0.5%
$20.22 - $24.62 $1.5K - $1.82K
14.7K $302K
STEL
Stellar Bancorp Inc
-81.9K
- 70.59%
N/A
34.1K $0
Ge Vernova
-486
- 4.84%
N/A
9.57K $0
GIGB
Goldman Sachs ETF Access Invt
-39.5K
- 28.05%
N/A
101K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-135
- 1.0%
$118.0 - $127.04 $15.9K - $17.2K
13.4K $1.63M
PDEC
Innovator U.S. Equity Power Bu
-35
- 0.34%
N/A
10.1K $0
Federated Hermes ETF Trust
-154K
- 50.18%
N/A
152K $0
Tko Group
-69
- 3.25%
N/A
2.06K $0
Atlassian Corp
-7.47K
- 60.8%
N/A
4.81K $0
Nanoviricides Inc
-15.3K
- 28.69%
N/A
38K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-24
- 0.15%
N/A
16.3K $0
Annaly Capital
-1.46K
- 12.06%
N/A
10.7K $0
NFTY
First Tr Alphadex Fd Ii India
-25.4K
- 37.88%
N/A
41.6K $0
Nb Bancorp
-9.84K
- 13.25%
N/A
64.4K $0
TUSI
Touchstone ETF Tr Ultra Short
-70.9K
- 88.87%
N/A
8.89K $0
First Tr Exchng Traded Fd Vi
-140
- 0.51%
N/A
27.3K $0
Arcadium Lithium
-21.5K
- 18.65%
N/A
93.7K $0
Pimco Ultra
-19.6K
- 67.54%
N/A
9.43K $0
LCTD
Blackrock ETF World Ex Us Carb
-9.89K
- 52.34%
N/A
9K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-192K
- 13.25%
N/A
1.25M $0
Canadian Pacific
-185
- 1.51%
N/A
12.1K $0
IVT
Inven Trust Properties Corp.

Real Estate
-459
- 6.09%
$28.52 - $31.3 $13.1K - $14.4K
7.08K $213K
Sila Realty Trust Inc
-15.5K
- 39.45%
N/A
23.8K $0
Cooper Cos
-535
- 5.35%
N/A
9.47K $0
Calamos Cef Income & Arbitrage ETF
-1.12K
- 7.45%
N/A
13.9K $0
JBLU
Jetblue Airways Corp

Industrials
-2.99K
- 16.43%
$5.63 - $8.05 $16.8K - $24.1K
15.2K $119K
Jpmorgan Global
-1.63K
- 8.65%
N/A
17.2K $0
Alps ETF Tr Smith Core Plus
-7.26K
- 2.03%
N/A
351K $0
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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