Integrated Wealth Concepts LLC Sells in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-8.13K
- 13.28%
$6.44 - $6.96 $52.4K - $56.6K
53.1K $364K
ICL
Icl Group Ltd.

Basic Materials
-4.21K
- 26.14%
$5.93 - $7.31 $25K - $30.8K
11.9K $73K
KT
Kt Corp

Communication Services
-1.01K
- 7.28%
$19.32 - $21.38 $19.5K - $21.5K
12.8K $250K
CSPI
Csp Inc

Technology
-27
- 0.11%
$10.14 - $13.41 $274 - $362
23.5K $268K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-694
- 15.25%
$77.92 - $81.94 $54.1K - $56.9K
3.86K $316K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
-4.24K
- 2.2%
$8.28 - $8.48 $35.1K - $36K
189K $1.59M
CLH
Clean Harbors Inc

Industrials
-161
- 6.99%
$225.84 - $250.43 $36.4K - $40.3K
2.14K $497K
EEMV
Ishares Msci Emerging Markets

ETFs
-954
- 3.76%
$61.94 - $64.63 $59.1K - $61.7K
24.4K $1.56M
GH
Guardant Health, Inc.

Healthcare
-1.58K
- 25.18%
$40.98 - $67.42 $64.6K - $106K
4.68K $292K
IRT
Independence Realty Trust, Inc.

Real Estate
-489
- 2.55%
$16.35 - $18.11 $8K - $8.86K
18.7K $306K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-249
- 1.37%
$86.07 - $90.74 $21.4K - $22.6K
17.9K $1.61M
NTNX
Nutanix, Inc.

Technology
-171
- 1.82%
$66.06 - $81.12 $11.3K - $13.9K
9.23K $686K
RWR
Spdr Dow Jones Reit ETF

ETFs
-421
- 17.07%
$95.17 - $101.62 $40.1K - $42.8K
2.05K $205K
A
Agilent Technologies, Inc.

Healthcare
-686
- 12.61%
$112.04 - $128.75 $76.9K - $88.3K
4.75K $609K
GDV
Gabelli Dividend & Income Trust

Financial Services
-4.38K
- 5.6%
$25.8 - $27.4 $113K - $120K
73.9K $2M
UL
Unilever PLC

Consumer Defensive
-61
- 0.41%
$58.43 - $65.01 $3.56K - $3.97K
14.7K $872K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-689
- 10.72%
$76.29 - $80.63 $52.6K - $55.6K
5.74K $461K
WCC
Wesco International Inc

Industrials
-297
- 21.92%
$189.22 - $227.19 $56.2K - $67.5K
1.06K $223K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-400
- 6.57%
$49.34 - $53.96 $19.7K - $21.6K
5.69K $297K
BOTZ
Global X Fds

ETFs
-1.63K
- 13.34%
$32.14 - $35.96 $52.3K - $58.5K
10.6K $374K
AVDE
American Centy ETF Tr Avantis

ETFs
-711
- 10.69%
$73.24 - $79.04 $52.1K - $56.2K
5.94K $468K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-4.43K
- 14.14%
$14.53 - $17.13 $64.4K - $75.9K
26.9K $450K
NTRS
Northern Trust Corp

Financial Services
-504
- 8.81%
$123.6 - $134.6 $62.3K - $67.8K
5.22K $702K
MFC
Manulife Financial Corp

Financial Services
-5
- 0.02%
$29.9 - $32.34 $150 - $162
28.2K $878K
FEX
First Tr Large Cap Core Alphde

ETFs
-854
- 7.59%
$110.0 - $117.08 $93.9K - $100K
10.4K $1.21M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-777
- 3.23%
$101.12 - $106.18 $78.6K - $82.5K
23.2K $2.4M
HLN
Haleon PLC

Healthcare
-675
- 5.95%
$8.72 - $10.35 $5.89K - $6.99K
10.7K $95K
NRG
Nrg Energy, Inc.

Utilities
-150
- 9.49%
$144.77 - $173.91 $21.7K - $26.1K
1.43K $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-422
- 0.71%
$78.11 - $79.07 $33K - $33.4K
59.1K $4.67M
DNLI
Denali Therapeutics Inc.

Healthcare
-4.97K
- 5.18%
$12.75 - $15.65 $63.4K - $77.8K
91.1K $1.32M
UTG
Reaves Utility Income Fund

Financial Services
-1.55K
- 12.8%
$35.81 - $39.62 $55.5K - $61.4K
10.6K $418K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.36K
- 6.03%
$18.58 - $19.75 $25.3K - $26.9K
21.3K $407K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-1.12K
- 3.5%
$8.07 - $8.58 $9.05K - $9.62K
30.9K $252K
AB
Alliancebernstein Holding L.P.

Financial Services
-75
- 1.33%
$37.76 - $42.88 $2.83K - $3.22K
5.54K $211K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-473
- 12.67%
$66.81 - $74.64 $31.6K - $35.3K
3.26K $239K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.14K
- 0.5%
$55.61 - $57.37 $119K - $123K
423K $24.2M
PLTK
Playtika Holding Corp.

Communication Services
-1.62K
- 13.9%
$3.44 - $5.0 $5.57K - $8.1K
10K $39K
CMF
Ishares California Muni Bond E

ETFs
-1.04K
- 3.03%
$55.16 - $57.13 $57.2K - $59.2K
33.2K $1.89M
NWL
Newell Brands Inc.

Consumer Defensive
-2.49K
- 19.33%
$4.76 - $6.39 $11.8K - $15.9K
10.4K $54K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-442
- 4.08%
$52.55 - $54.37 $23.2K - $24K
10.4K $562K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-170
- 2.62%
N/A
6.32K $542K
HUM
Humana Inc

Healthcare
-169
- 8.4%
$220.41 - $312.0 $37.2K - $52.7K
1.84K $479K
MFM
Mfs Municipal Income Trust

Financial Services
-2.76K
- 14.76%
$5.04 - $5.38 $13.9K - $14.9K
16K $85K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-154
- 8.17%
$161.6 - $171.2 $24.9K - $26.4K
1.73K $296K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-788
- 5.85%
$8.41 - $8.94 $6.63K - $7.04K
12.7K $110K
AEE
Ameren Corp

Utilities
-981
- 8.91%
$95.0 - $104.38 $93.2K - $102K
10K $1.05M
DNL
Wiswisdomtree Tr

ETFs
-281
- 4.95%
$38.31 - $41.06 $10.8K - $11.5K
5.39K $218K
WEA
Western Asset Premier Bond Fund

Financial Services
-2.69K
- 4.63%
$10.73 - $11.4 $28.9K - $30.7K
55.4K $620K
SJNK
Spdr Bloomberg Short Term High

ETFs
-549
- 1.6%
$25.28 - $25.63 $13.9K - $14.1K
33.8K $865K
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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