Integrated Wealth Concepts LLC Banks—Regional

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.7B
$4.32 Million 0.05% of portfolio
90,367
Q4 2024 Added 183.13%
$2.9B
$3.4 Million 0.04% of portfolio
52,981
Q4 2024 Added 5.24%
$5.24B
$3.3 Million 0.04% of portfolio
74,143
Q4 2024 New
$1.5B
$3.16 Million 0.04% of portfolio
82,718
Q4 2024 Added 20.42%
$30.3B
$1.71 Million 0.02% of portfolio
9,093
Q4 2024 Reduced 6.05%
$70.3B
$1.38 Million 0.02% of portfolio
7,159
Q4 2024 Reduced 1.61%
$54.5B
$1.21 Million 0.01% of portfolio
27,966
Q4 2024 Reduced 18.92%
$21.5B
$1.11 Million 0.01% of portfolio
67,989
Q4 2024 Added 8.97%
$26.8B
$886,000 0.01% of portfolio
20,961
Q4 2024 Added 8.81%
$7.38B
$841,000 0.01% of portfolio
13,513
Q4 2024 New
$2.51B
$678,000 0.01% of portfolio
19,923
Q4 2024 Reduced 2.58%
$14.7B
$422,000 0.01% of portfolio
24,679
Q4 2024 Added 2.62%
$6.83B
$422,000 0.01% of portfolio
3,388
Q4 2024 Reduced 0.65%
$20.3B
$356,000 0.0% of portfolio
8,151
Q4 2024 Added 63.84%
$20.1B
$355,000 0.0% of portfolio
15,134
Q4 2024 Added 10.34%
$2.89B
$332,000 0.0% of portfolio
19,261
Q4 2024 Reduced 3.51%
$73.6B
$304,000 0.0% of portfolio
62,225
Q4 2024 Reduced 0.53%
$137M
$303,000 0.0% of portfolio
20,000
Q4 2024 Reduced 20.0%
$599M
$291,000 0.0% of portfolio
7,962
Q4 2024 Added 19.75%
$104B
$285,000 0.0% of portfolio
9,550
Q4 2024 Reduced 10.29%
$162M
$263,000 0.0% of portfolio
9,169
Q4 2024 Added 0.13%
$62.6B
$259,000 0.0% of portfolio
95,248
Q4 2024 Reduced 2.79%
$3.15B
$238,000 0.0% of portfolio
9,204
Q4 2024 New
$5.52B
$220,000 0.0% of portfolio
6,398
Q4 2024 Reduced 30.96%
$8.86B
$209,000 0.0% of portfolio
3,801
Q4 2024 New
$50.9M
$67,000 0.0% of portfolio
10,000
Q4 2022 New
$23.6B
$45,000 0.0% of portfolio
24,052
Q4 2024 Reduced 39.87%
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