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
Fortuna Mining
-200
- 1.37%
N/A
14.4K $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-16
- 0.9%
$111.59 - $129.08 $1.79K - $2.07K
1.77K $209K
MTTR
Matterport, Inc.

Technology
-100
- 0.42%
$4.03 - $4.6 $403 - $460
23.6K $106K
GSAT
Globalstar, Inc.

Communication Services
-125
- 1.14%
$1.07 - $1.48 $134 - $185
10.8K $13K
MFM
Mfs Municipal Income Trust

Financial Services
-1.1K
- 3.76%
$5.33 - $5.78 $5.86K - $6.36K
28.2K $161K
AVY
Avery Dennison Corp

Industrials
-3
- 0.21%
$202.27 - $224.18 $607 - $673
1.46K $322K
SOCL
Global X Fds Global X Social M

ETFs
-112
- 1.48%
$37.14 - $43.62 $4.16K - $4.89K
7.47K $323K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-596
- 1.17%
$21.51 - $22.16 $12.8K - $13.2K
50.2K $1.11M
GNMA
Ishares Gnma Bond ETF

ETFs
-158
- 2.68%
$42.68 - $45.25 $6.74K - $7.15K
5.74K $256K
CMS
Cms Energy Corp

Utilities
-607
- 14.33%
$58.7 - $70.62 $35.6K - $42.9K
3.63K $256K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-394
- 10.31%
$74.95 - $85.33 $29.5K - $33.6K
3.43K $290K
AZEK
Azek CO Inc.

Industrials
-730
- 8.57%
$36.81 - $46.9 $26.9K - $34.2K
7.79K $364K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-7
- 0.11%
$40.6 - $42.32 $284 - $296
6.17K $260K
IYF
Ishares Tr

ETFs
-226
- 7.19%
$93.83 - $105.05 $21.2K - $23.7K
2.92K $302K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-66
- 2.16%
$81.1 - $89.18 $5.35K - $5.89K
2.98K $261K
FCN
Fti Consulting, Inc

Industrials
-93
- 4.22%
$213.61 - $230.59 $19.9K - $21.4K
2.11K $480K
LUV
Southwest Airlines CO

Industrials
-112
- 1.23%
$23.7 - $29.93 $2.65K - $3.35K
8.99K $266K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-347
- 3.54%
$50.85 - $53.88 $17.6K - $18.7K
9.46K $508K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-110
- 1.6%
$43.64 - $45.8 $4.8K - $5.04K
6.75K $306K
CL
Colgate Palmolive CO

Consumer Defensive
-396
- 5.59%
$95.54 - $108.77 $37.8K - $43.1K
6.69K $693K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-40
- 0.53%
$38.51 - $41.48 $1.54K - $1.66K
7.46K $307K
GDV
Gabelli Dividend & Income Trust

Financial Services
-6.76K
- 6.89%
$22.05 - $24.45 $149K - $165K
91.4K $2.23M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-491
- 4.98%
$46.51 - $51.5 $22.8K - $25.3K
9.36K $481K
BLD
Top Build Corp

Industrials
-20
- 3.0%
$360.4 - $479.09 $7.21K - $9.58K
647 $263K
JBLU
Jetblue Airways Corp

Industrials
-13
- 0.07%
$4.57 - $6.66 $59.4 - $86.6
18.2K $119K
NYT
New York Times CO

Communication Services
-246
- 5.0%
$51.1 - $55.66 $12.6K - $13.7K
4.68K $260K
AXNX
Axonics, Inc.

Healthcare
-46
- 1.04%
$67.3 - $69.67 $3.1K - $3.2K
4.39K $305K
EWC
Ishares Msci Canada ETF

ETFs
-482
- 7.56%
$36.52 - $41.67 $17.6K - $20.1K
5.89K $244K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.8K
- 3.19%
$32.36 - $33.78 $123K - $128K
115K $3.89M
NU
Nu Holdings Ltd.

Financial Services
-845
- 3.24%
$10.71 - $15.14 $9.05K - $12.8K
25.2K $343K
HQH
Tekla Healthcare Investors

Financial Services
-230
- 2.09%
$17.4 - $19.67 $4K - $4.52K
10.8K $200K
FLEX
Flex Ltd.

Technology
-1.72K
- 10.26%
$28.1 - $34.0 $48.2K - $58.3K
15K $501K
BOTZ
Global X Fds

ETFs
-174
- 1.63%
$27.68 - $32.27 $4.82K - $5.61K
10.5K $337K
DHS
Wisdomtree Tr U.S

ETFs
-403
- 7.91%
$83.9 - $93.83 $33.8K - $37.8K
4.69K $440K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-486
- 3.76%
$19.88 - $21.63 $9.66K - $10.5K
12.4K $267K
DSL
Double Line Income Solutions Fund

Financial Services
-394
- 1.13%
$12.42 - $13.06 $4.89K - $5.15K
34.4K $445K
EXPD
Expeditors International Of Washington Inc

Industrials
-25
- 1.26%
$116.1 - $131.42 $2.9K - $3.29K
1.96K $257K
EQH
Equitable Holdings, Inc.

Financial Services
-19
- 0.2%
$37.05 - $43.61 $704 - $829
9.51K $399K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-369
- 4.16%
$38.1 - $44.5 $14.1K - $16.4K
8.51K $366K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-463
- 2.28%
$17.9 - $20.22 $8.29K - $9.36K
19.9K $378K
VRSN
Verisign Inc

Technology
-20
- 1.76%
$174.18 - $190.64 $3.48K - $3.81K
1.12K $212K
GMRE
Global Medical Reit Inc.

Real Estate
-502
- 2.6%
$8.89 - $10.16 $4.46K - $5.1K
18.8K $186K
SF
Stifel Financial Corp

Financial Services
-209
- 6.66%
$78.91 - $93.87 $16.5K - $19.6K
2.93K $275K
WPC
W. P. Carey Inc.

Real Estate
-2.71K
- 10.94%
$54.63 - $63.96 $148K - $173K
22.1K $1.37M
SQ
Block, Inc.

Technology
-465
- 2.84%
$57.21 - $72.07 $26.6K - $33.5K
15.9K $1.07M
LCID
Lucid Group, Inc.

Consumer Cyclical
-2.12K
- 9.81%
$2.64 - $4.26 $5.6K - $9.04K
19.5K $68K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-59
- 0.11%
$19.74 - $20.07 $1.16K - $1.18K
53.8K $1.08M
CSIQ
Canadian Solar Inc.

Technology
-680
- 5.75%
$11.91 - $17.41 $8.1K - $11.8K
11.2K $186K
STAG
Stag Industrial, Inc.

Real Estate
-1.23K
- 6.2%
$35.42 - $40.98 $43.7K - $50.6K
18.7K $729K
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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