Integrated Wealth Concepts LLC Information Technology Services

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$15 Million 0.15% of portfolio
53,058
Q3 2025 Added 2.83%
$34.9B
$11.2 Million 0.11% of portfolio
47,061
Q3 2025 Added 7.47%
$10.6B
$4.42 Million 0.04% of portfolio
23,820
Q3 2025 New
$152B
$3.89 Million 0.04% of portfolio
15,756
Q3 2025 Reduced 0.28%
$26.1B
$2.91 Million 0.03% of portfolio
15,405
Q3 2025 Added 64.57%
$79.5B
$2.06 Million 0.02% of portfolio
16,487
Q3 2025 Added 12.02%
$10.1B
$764,000 0.01% of portfolio
1,787
Q3 2025 Added 5.12%
$39.1B
$454,000 0.0% of portfolio
6,892
Q3 2025 Reduced 33.11%
$5.83B
$448,000 0.0% of portfolio
14,945
Q3 2025 Added 47.33%
$8.24B
$446,000 0.0% of portfolio
10,651
Q3 2025 Added 114.82%
$70.3B
$397,000 0.0% of portfolio
24,461
Q3 2025 Added 78.6%
$18.3B
$373,000 0.0% of portfolio
1,421
Q3 2025 Reduced 37.97%
$1.31B
$372,000 0.0% of portfolio
8,457
Q3 2025 Reduced 35.43%
$1.3B
$359,000 0.0% of portfolio
34,767
Q3 2025 Reduced 4.49%
$1.82B
$355,000 0.0% of portfolio
7,696
Q3 2025 Added 7.59%
$1.48B
$268,000 0.0% of portfolio
15,513
Q3 2025 Added 34.77%
$12B
$234,000 0.0% of portfolio
1,575
Q3 2025 Reduced 30.19%
$4.89B
$212,000 0.0% of portfolio
2,138
Q3 2025 Reduced 19.29%
$765M
$201,000 0.0% of portfolio
30,956
Q3 2025 New
$442M
$39,000 0.0% of portfolio
14,210
Q3 2025 Reduced 14.29%
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