Integrated Wealth Concepts LLC Asset Management

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$378,000 0.0% of portfolio
21,194
Q3 2024 Added 1.89%
$0
$373,000 0.0% of portfolio
30,206
Q3 2024 Reduced 0.53%
$122B
$338,000 0.0% of portfolio
2,593
Q3 2024 Reduced 11.56%
$0
$324,000 0.0% of portfolio
7,694
Q3 2024 New
$0
$321,000 0.0% of portfolio
27,878
Q3 2024 Added 9.67%
$94.8B
$316,000 0.0% of portfolio
2,532
Q3 2024 Reduced 9.6%
$0
$308,000 0.0% of portfolio
18,561
Q3 2024 Added 2.1%
$5.84B
$302,000 0.0% of portfolio
1,798
Q3 2024 Added 6.26%
$1.37B
$302,000 0.0% of portfolio
1,442
Q3 2024 Reduced 11.97%
$0
$293,000 0.0% of portfolio
33,970
Q3 2024 Reduced 9.61%
$0
$267,000 0.0% of portfolio
10,535
Q3 2024 Reduced 6.49%
$0
$267,000 0.0% of portfolio
30,364
Q3 2024 Reduced 38.78%
$0
$256,000 0.0% of portfolio
19,546
Q3 2024 Reduced 9.17%
$0
$238,000 0.0% of portfolio
11,134
Q1 2024 Reduced 1.56%
$17.9B
$236,000 0.0% of portfolio
5,489
Q3 2024 Reduced 6.78%
$0
$230,000 0.0% of portfolio
20,417
Q3 2024 Reduced 8.53%
$0
$220,000 0.0% of portfolio
35,397
Q3 2024 Added 0.03%
$0
$219,000 0.0% of portfolio
34,904
Q3 2024 Added 0.02%
$0
$217,000 0.0% of portfolio
21,878
Q2 2023 New
$0
$215,000 0.0% of portfolio
10,647
Q3 2024 New
$21.3B
$211,000 0.0% of portfolio
2,465
Q3 2024 New
$0
$200,000 0.0% of portfolio
10,755
Q3 2024 Reduced 2.09%
$0
$200,000 0.0% of portfolio
17,200
Q4 2022 Reduced 8.94%
$0
$195,000 0.0% of portfolio
15,200
Q3 2024 Reduced 8.98%
$0
$189,000 0.0% of portfolio
15,886
Q1 2024 Added 3.59%
$0
$185,000 0.0% of portfolio
16,406
Q3 2024 Added 2.53%
$668M
$181,000 0.0% of portfolio
15,230
Q2 2024 Reduced 9.48%
$0
$181,000 0.0% of portfolio
35,289
Q2 2024 Reduced 3.55%
$0
$178,000 0.0% of portfolio
17,751
Q3 2024 Added 0.04%
$0
$170,000 0.0% of portfolio
12,388
Q3 2024 Reduced 1.01%
$0
$161,000 0.0% of portfolio
28,180
Q3 2024 Reduced 3.76%
$0
$160,000 0.0% of portfolio
14,288
Q4 2023 Reduced 0.03%
$0
$160,000 0.0% of portfolio
11,328
Q1 2024 Reduced 20.94%
$0
$153,000 0.0% of portfolio
12,096
Q3 2024 Reduced 4.8%
$0
$134,000 0.0% of portfolio
11,405
Q3 2024 Reduced 45.83%
$0
$132,000 0.0% of portfolio
10,919
Q3 2023 Reduced 8.39%
$0
$128,000 0.0% of portfolio
22,829
Q2 2024 Added 121.19%
$0
$125,000 0.0% of portfolio
34,195
Q3 2024 Added 0.76%
$0
$125,000 0.0% of portfolio
21,451
Q1 2024 Added 10.28%
$0
$124,000 0.0% of portfolio
12,437
Q3 2024 Added 5.51%
$0
$118,000 0.0% of portfolio
10,879
Q3 2024 New
$0
$116,000 0.0% of portfolio
11,010
Q3 2023 Reduced 27.49%
$0
$113,000 0.0% of portfolio
14,129
Q1 2024 Reduced 0.77%
$0
$98,000 0.0% of portfolio
11,304
Q3 2024 Added 0.06%
$0
$93,000 0.0% of portfolio
10,000
Q3 2024 New
$0
$80,000 0.0% of portfolio
11,287
Q3 2024 Reduced 6.04%
$0
$78,000 0.0% of portfolio
12,018
Q2 2023 New
$0
$64,000 0.0% of portfolio
18,318
Q3 2024 Reduced 25.49%
$0
$61,000 0.0% of portfolio
15,175
Q1 2024 Added 10.97%
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