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
NSC
Norfolk Southern Corp

Industrials
-29
- 1.06%
$213.75 - $259.69 $6.2K - $7.53K
2.7K $671K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.81K
- 6.28%
$58.75 - $64.07 $400K - $436K
102K $6.51M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-432
- 4.86%
$64.93 - $82.12 $28K - $35.5K
8.45K $694K
DFS
Discover Financial Services

Financial Services
-1.23K
- 4.47%
$123.41 - $144.72 $152K - $179K
26.4K $3.7M
UNP
Union Pacific Corp

Industrials
-883
- 5.74%
$221.78 - $256.09 $196K - $226K
14.5K $3.57M
RGLD
Royal Gold Inc

Basic Materials
-5
- 0.08%
$125.01 - $146.5 $625 - $733
6.17K $865K
EMF
Templeton Emerging Markets Fund

Financial Services
-6.11K
- 4.14%
$11.8 - $13.77 $72.1K - $84.1K
142K $1.92M
PLUS
Eplus Inc

Technology
-804
- 11.67%
$71.76 - $101.07 $57.7K - $81.3K
6.09K $599K
ALLE
Allegion PLC

Industrials
-257
- 5.43%
$114.67 - $145.7 $29.5K - $37.4K
4.47K $651K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-251
- 0.59%
$37.98 - $41.19 $9.53K - $10.3K
42.5K $1.75M
SNY
Sanofi

Healthcare
-639
- 4.28%
$48.54 - $58.53 $31K - $37.4K
14.3K $824K
DFAT
Dimensional ETF Tr U S Target

ETFs
-48
- 0.17%
$51.0 - $57.07 $2.45K - $2.74K
27.5K $1.53M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-462
- 1.35%
$36.99 - $40.84 $17.1K - $18.9K
33.8K $1.38M
NEM
Newmont Corp

Basic Materials
-2.37K
- 11.94%
$41.65 - $55.85 $98.9K - $133K
17.5K $935K
TT
Trane Technologies PLC

Industrials
-120
- 4.75%
$314.21 - $388.71 $37.7K - $46.6K
2.41K $935K
IYH
Ishares Tr

ETFs
-948
- 2.12%
$60.29 - $66.38 $57.2K - $62.9K
43.8K $2.85M
NDSN
Nordson Corp

Industrials
-96
- 2.24%
$225.0 - $262.63 $21.6K - $25.2K
4.19K $1.1M
SWK
Stanley Black & Decker, Inc.

Industrials
-1.06K
- 14.35%
$77.75 - $110.17 $82.6K - $117K
6.35K $699K
EXPO
Exponent Inc

Industrials
-271
- 3.91%
$93.45 - $115.28 $25.3K - $31.2K
6.65K $767K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2
- 0.02%
$112.99 - $126.45 $226 - $253
13K $1.64M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-20.9K
- 3.07%
$22.38 - $23.66 $467K - $494K
660K $15.5M
MPWR
Monolithic Power Systems Inc

Technology
-35
- 2.47%
$757.04 - $947.16 $26.5K - $33.2K
1.38K $1.28M
RUN
Sunrun Inc.

Technology
-1.23K
- 5.51%
$10.91 - $21.5 $13.4K - $26.4K
21K $379K
PCT
Pure Cycle Technologies, Inc.

Industrials
-590
- 1.68%
$4.69 - $10.17 $2.77K - $6K
34.5K $327K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
-5.27K
- 3.61%
$15.6 - $18.19 $82.1K - $95.8K
141K $2.55M
FIX
Comfort Systems Usa Inc

Industrials
-162
- 7.57%
$292.14 - $396.82 $47.3K - $64.3K
1.98K $771K
TDY
Teledyne Technologies Inc

Technology
-34
- 1.24%
$381.47 - $437.71 $13K - $14.9K
2.71K $1.18M
FITB
Fifth Third Bancorp

Financial Services
-7
- 0.04%
$36.01 - $43.64 $252 - $305
19.3K $825K
PCH
Potlatchdeltic Corp

Real Estate
-810
- 2.86%
$37.5 - $46.09 $30.4K - $37.3K
27.6K $1.24M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-812
- 3.03%
$33.89 - $41.64 $27.5K - $33.8K
26K $1.03M
TD
Toronto Dominion Bank

Financial Services
-1.09K
- 4.63%
$54.54 - $64.56 $59.4K - $70.4K
22.5K $1.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15K
- 8.21%
$105.53 - $118.34 $1.58M - $1.78M
168K $19.6M
BRO
Brown & Brown, Inc.

Financial Services
-29
- 0.31%
$89.11 - $105.82 $2.58K - $3.07K
9.4K $973K
ANET
Arista Networks, Inc.

Technology
-57
- 1.24%
$311.42 - $388.21 $17.8K - $22.1K
4.55K $1.74M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-7.97K
- 2.96%
$9.55 - $11.13 $76.1K - $88.7K
262K $2.84M
MS
Morgan Stanley

Financial Services
-1.16K
- 3.2%
$92.07 - $106.96 $107K - $124K
35.1K $3.66M
AZPN
Aspen Technology, Inc.

Technology
-130
- 3.07%
$172.9 - $239.26 $22.5K - $31.1K
4.1K $979K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-179
- 2.47%
$150.01 - $182.29 $26.9K - $32.6K
7.07K $1.29M
ICUI
Icu Medical Inc

Healthcare
-396
- 11.66%
$114.88 - $182.17 $45.5K - $72.1K
3K $546K
NVS
Novartis Ag

Healthcare
-536
- 2.2%
$106.13 - $120.89 $56.9K - $64.8K
23.8K $2.74M
EME
Emcor Group, Inc.

Industrials
-88
- 3.12%
$340.22 - $435.6 $29.9K - $38.3K
2.73K $1.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.75K
- 5.44%
$95.1 - $106.76 $167K - $187K
30.5K $3.25M
PH
Parker Hannifin Corp

Industrials
-28
- 2.02%
$501.01 - $635.92 $14K - $17.8K
1.36K $856K
SYY
Sysco Corp

Consumer Defensive
-335
- 1.18%
$69.16 - $78.98 $23.2K - $26.5K
28.1K $2.2M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
-581
- 1.26%
$56.39 - $65.38 $32.8K - $38K
45.4K $2.92M
STBA
S&T Bancorp Inc

Financial Services
-12.4K
- 15.31%
$32.48 - $45.61 $403K - $566K
68.7K $2.88M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-240
- 3.19%
$156.14 - $187.2 $37.5K - $44.9K
7.28K $1.34M
EFX
Equifax Inc

Industrials
-170
- 3.8%
$236.42 - $307.13 $40.2K - $52.2K
4.3K $1.26M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-74
- 0.16%
$91.41 - $101.59 $6.76K - $7.52K
46K $4.67M
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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