Integrated Wealth Concepts LLC Software—Application

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$204B
$16.6 Million 0.21% of portfolio
18,539
Q3 2024 Added 0.9%
$326B
$5.14 Million 0.07% of portfolio
18,780
Q3 2024 Reduced 9.56%
$21.6B
$3.29 Million 0.04% of portfolio
47,213
Q3 2024 Added 880.34%
$148B
$2.73 Million 0.03% of portfolio
36,353
Q3 2024 Reduced 2.65%
$140B
$2.57 Million 0.03% of portfolio
32,078
Q3 2024 Added 2.08%
$52.1B
$2.09 Million 0.03% of portfolio
19,046
Q3 2024 Added 13.04%
$6.32B
$2.03 Million 0.03% of portfolio
89,651
Q3 2024 Reduced 0.45%
$58.9B
$1.52 Million 0.02% of portfolio
13,222
Q3 2024 Reduced 1.05%
$53.1B
$1.25 Million 0.02% of portfolio
5,103
Q3 2024 Reduced 6.66%
$163B
$1.15 Million 0.01% of portfolio
1,851
Q3 2024 Reduced 27.61%
$46.9B
$1.13 Million 0.01% of portfolio
581
Q2 2024 Reduced 21.8%
$12.7B
$1.02 Million 0.01% of portfolio
20,170
Q3 2024 Reduced 3.06%
$17.7B
$979,000 0.01% of portfolio
4,103
Q3 2024 Reduced 3.07%
$41.5B
$889,000 0.01% of portfolio
7,735
Q3 2024 Reduced 5.59%
$37B
$676,000 0.01% of portfolio
1,273
Q3 2024 Reduced 35.54%
$1.89B
$599,000 0.01% of portfolio
6,086
Q3 2024 Reduced 11.67%
$12.5B
$477,000 0.01% of portfolio
1,696
Q3 2024 Reduced 2.14%
$22.1B
$469,000 0.01% of portfolio
6,326
Q3 2024 Reduced 8.61%
$82.2B
$464,000 0.01% of portfolio
1,712
Q3 2024 Reduced 3.33%
$25.2B
$448,000 0.01% of portfolio
768
Q3 2024 Reduced 3.76%
$54.6B
$402,000 0.01% of portfolio
1,646
Q3 2024 Added 8.58%
$18.2B
$308,000 0.0% of portfolio
4,964
Q3 2024 Reduced 0.52%
$38.9B
$303,000 0.0% of portfolio
1,706
Q2 2024 Added 2.09%
$1.55B
$303,000 0.0% of portfolio
14,743
Q3 2024 Reduced 13.11%
$11.3B
$229,000 0.0% of portfolio
826
Q3 2024 Reduced 1.08%
$6.14B
$216,000 0.0% of portfolio
4,195
Q3 2024 Reduced 21.44%
$12B
$206,000 0.0% of portfolio
1,237
Q3 2024 New
$547M
$116,000 0.0% of portfolio
12,485
Q3 2024 Added 0.81%
$1.51B
$106,000 0.0% of portfolio
23,558
Q3 2024 Reduced 0.42%
$2.48B
$79,000 0.0% of portfolio
17,150
Q3 2024 Added 13.01%
$454M
$18,000 0.0% of portfolio
11,995
Q2 2024 New
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