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
DLR
Digital Realty Trust, Inc.

Real Estate
-30
- 0.48%
$144.47 - $162.98 $4.33K - $4.89K
6.18K $1M
DD
Du Pont De Nemours, Inc.

Basic Materials
-642
- 4.91%
$77.22 - $89.49 $49.6K - $57.5K
12.4K $1.11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-454
- 3.24%
$108.44 - $120.37 $49.2K - $54.6K
13.6K $1.63M
CSWI
Csw Industrials, Inc.

Industrials
-155
- 13.64%
$263.55 - $370.84 $40.9K - $57.5K
981 $359K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-4.32K
- 2.85%
$8.75 - $9.5 $37.8K - $41K
147K $1.4M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-670
- 1.1%
$39.33 - $41.74 $26.4K - $28K
60.1K $2.51M
EDOW
First Tr Exchange Traded Fd

ETFs
-2.19K
- 4.02%
$32.74 - $36.1 $71.6K - $79K
52.2K $1.88M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.47K
- 3.41%
$42.22 - $48.62 $61.9K - $71.2K
41.4K $1.93M
TOWN
Towne Bank (Va)

Financial Services
-2.19K
- 9.67%
$26.78 - $34.85 $58.6K - $76.3K
20.5K $676K
UNM
Unum Group

Financial Services
-1.04K
- 7.14%
$49.81 - $59.44 $51.6K - $61.5K
13.5K $800K
CWK
Cushman & Wakefield PLC

Real Estate
-4.24K
- 11.67%
$10.08 - $13.8 $42.8K - $58.5K
32.1K $437K
TWLO
Twilio Inc

Communication Services
-135
- 1.67%
$56.03 - $65.23 $7.56K - $8.81K
7.96K $519K
TECK
Teck Resources LTD

Basic Materials
-508
- 2.56%
$43.48 - $53.4 $22.1K - $27.1K
19.3K $1.01M
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 0.13%
$221.96 - $243.27 $1.33K - $1.46K
4.71K $1.12M
IIPR
Innovative Industrial Properties Inc

Real Estate
-214
- 6.05%
$107.56 - $136.78 $23K - $29.3K
3.33K $447K
ICE
Intercontinental Exchange, Inc.

Financial Services
-303
- 6.54%
$136.93 - $162.81 $41.5K - $49.3K
4.33K $695K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 1.01%
$3305.62 - $4268.05 $9.92K - $12.8K
294 $1.24M
EWA
Ishares Msci Australia ETF

ETFs
-1.85K
- 4.4%
$23.21 - $27.11 $42.8K - $50K
40.1K $1.09M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-61
- 0.62%
$60.7 - $67.83 $3.7K - $4.14K
9.74K $660K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
-27
- 0.37%
$91.59 - $101.53 $2.47K - $2.74K
7.34K $745K
TILT
Flexshares Tr

ETFs
-34
- 0.63%
$192.68 - $212.84 $6.55K - $7.24K
5.4K $1.15M
IHE
Ishares Tr

ETFs
-10
- 0.07%
$65.61 - $72.86 $656 - $729
15.1K $1.07M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-603
- 1.42%
$31.95 - $35.87 $19.3K - $21.6K
42K $1.48M
TW
Tradeweb Markets Inc.

Financial Services
-45
- 1.12%
$104.25 - $123.67 $4.69K - $5.57K
3.97K $491K
IGRO
Ishares Tr International Divid

ETFs
-1.21K
- 5.53%
$66.7 - $75.25 $80.6K - $90.9K
20.7K $1.54M
IWS
Ishares Russell Midcap Value E

ETFs
-171
- 2.2%
$119.52 - $132.25 $20.4K - $22.6K
7.61K $1.01M
UL
Unilever PLC

Consumer Defensive
-867
- 6.85%
$54.7 - $65.59 $47.4K - $56.9K
11.8K $766K
BHP
Bhp Group LTD

Basic Materials
-173
- 1.05%
$51.32 - $62.11 $8.88K - $10.7K
16.3K $1.01M
UAL
United Airlines Holdings, Inc.

Industrials
-351
- 3.23%
$37.88 - $58.85 $13.3K - $20.7K
10.5K $600K
CRVL
Corvel Corp

Financial Services
-44
- 3.68%
$250.37 - $326.89 $11K - $14.4K
1.15K $376K
MFC
Manulife Financial Corp

Financial Services
-646
- 2.08%
$24.13 - $29.63 $15.6K - $19.1K
30.5K $900K
KBE
Spdr S&P Bank ETF

ETFs
-3.62K
- 8.9%
$45.47 - $54.71 $164K - $198K
37K $1.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.02K
- 6.62%
$73.43 - $80.37 $368K - $403K
70.8K $5.69M
WELL
Welltower Inc.

Real Estate
-646
- 9.78%
$104.0 - $129.74 $67.2K - $83.8K
5.96K $762K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-8.55K
- 3.56%
$7.33 - $8.15 $62.7K - $69.7K
232K $1.84M
TDG
Trans Digm Group Inc

Industrials
-45
- 4.89%
$1202.03 - $1427.41 $54.1K - $64.2K
876 $1.25M
SAFT
Safety Insurance Group Inc

Financial Services
-286
- 1.96%
$74.85 - $88.81 $21.4K - $25.4K
14.3K $1.17M
AON
Aon PLC

Financial Services
-680
- 11.43%
$293.16 - $351.06 $199K - $239K
5.27K $1.82M
RIO
Rio Tinto PLC

Basic Materials
-1.47K
- 4.25%
$59.71 - $71.21 $87.9K - $105K
33.2K $2.36M
RPM
Rpm International Inc

Basic Materials
-82
- 1.26%
$103.91 - $125.03 $8.52K - $10.3K
6.45K $779K
NGG
National Grid PLC

Utilities
-235
- 3.18%
$57.14 - $70.48 $13.4K - $16.6K
7.16K $498K
HYD
Vaneck High Yield Muni ETF

ETFs
-204
- 0.33%
$51.46 - $53.07 $10.5K - $10.8K
62.5K $3.32M
ETN
Eaton Corp PLC

Industrials
-235
- 2.68%
$272.52 - $333.02 $64K - $78.3K
8.54K $2.83M
WIA
Western Asset Inflation Linked Income Fund

Financial Services
-5.27K
- 2.29%
$7.94 - $8.55 $41.8K - $45.1K
225K $1.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-446
- 0.77%
$76.38 - $78.87 $34.1K - $35.2K
57.5K $4.53M
PSLV
Sprott Physical Silver Trust

Financial Services
-2.96K
- 1.37%
$9.17 - $10.84 $27.2K - $32.1K
213K $2.23M
ACLX
Arcellx, Inc.

Healthcare
-285
- 7.55%
$50.91 - $86.61 $14.5K - $24.7K
3.49K $291K
GIS
General Mills Inc

Consumer Defensive
-1.18K
- 7.32%
$62.5 - $75.15 $73.9K - $88.9K
15K $1.11M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1.41K
- 2.38%
$22.11 - $24.64 $31.1K - $34.6K
57.5K $1.4M
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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