Integrated Wealth Concepts LLC Purchases in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
177
+ 3.81%
$49.84 - $59.6 $8.82K - $10.5K
4.82K $255K
NYT
New York Times CO

Communication Services
421
+ 9.0%
$52.01 - $56.83 $21.9K - $23.9K
5.1K $265K
SO
Southern CO

Utilities
6.14K
+ 9.63%
$81.5 - $94.15 $500K - $578K
69.8K $5.75M
VERU
Veru Inc.

Healthcare
20.5K
+ 31.35%
$0.58 - $0.93 $11.9K - $19.1K
85.9K $55K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.68K
+ 5.13%
$6.37 - $7.15 $10.7K - $12K
34.4K $228K
FTV
Fortive Corp

Technology
363
+ 6.2%
$71.16 - $79.68 $25.8K - $28.9K
6.22K $466K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
419
+ 23.71%
$97.29 - $122.68 $40.8K - $51.4K
2.19K $213K
DFSV
Dimensional ETF Tr Dimensional

ETFs
200
+ 0.22%
$30.18 - $33.87 $6.04K - $6.77K
89.2K $2.74M
ORCC
Owl Rock Capital Corp

Financial Services
289
+ 2.18%
N/A
13.5K $181K
PPT
Putnam Premier Income Trust

Financial Services
6.04K
+ 5.71%
$3.49 - $3.73 $21.1K - $22.5K
112K $398K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.6K
+ 9.04%
$24.74 - $27.68 $64.2K - $71.8K
31.3K $774K
FURY
Fury Gold Mines LTD

Basic Materials
10K
New
$0.35 - $0.5 $3.5K - $5K
10K $3K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
7K
+ 41.32%
$1.23 - $3.78 $8.61K - $26.5K
23.9K $34K
ACVF
ETF Opportunities Tr American

ETFs
16
+ 0.15%
$43.12 - $46.1 $690 - $738
10.4K $452K
BNS
Bank Of Nova Scotia

Financial Services
87
+ 1.6%
$51.5 - $57.02 $4.48K - $4.96K
5.52K $296K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10K
+ 7.6%
$38.37 - $42.82 $385K - $429K
142K $5.45M
VNLA
Janus Henderson Short Duration

ETFs
65
+ 0.36%
$48.82 - $49.11 $3.17K - $3.19K
18K $882K
Invesco Bulletshares
23.9K
+ 181.64%
N/A
37.1K $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
9
+ 0.1%
$50.93 - $53.77 $458 - $484
9.37K $481K
FSCO
Fs Cr Opportunities Corp Com
29.5K
+ 54.07%
N/A
83.9K $0
FTGS
First Tr Exchange Traded Fd Gr
172K
+ 78.13%
N/A
393K $0
Tidal Tr Ii
3.23K
+ 1.36%
N/A
241K $0
ABR
Arbor Realty Trust Inc

Real Estate
1.27K
+ 12.07%
$13.66 - $15.64 $17.4K - $19.9K
11.8K $163K
American Healthcare
2.39K
+ 26.41%
N/A
11.4K $0
Arista Networks
21.2K
New
N/A
21.2K $0
Brookfield Asset
164
+ 2.62%
N/A
6.43K $0
Blackrock Ishares
352K
+ 185.51%
N/A
542K $0
Brookfield Infra
39.2K
New
N/A
39.2K $0
Blackrock Fdg
2.24K
New
N/A
2.24K $0
Brookfield Corp
2.64K
+ 13.6%
N/A
22K $0
Ea Series Trust
1.48K
+ 2.78%
N/A
54.8K $0
Grayscale Bitcoin
18.9K
New
N/A
18.9K $0
First Trust
1.18K
+ 1.72%
N/A
69.8K $0
I Shares Short Term California Muni Active ETF
13.9K
+ 280.11%
N/A
18.8K $0
Cava Group
288
+ 4.51%
N/A
6.68K $0
CCK
Crown Holdings Inc

Consumer Cyclical
409
+ 16.11%
$81.89 - $97.79 $33.5K - $40K
2.95K $243K
Capital Group
18.3K
+ 87.28%
N/A
39.3K $0
Capital Group
14.9K
+ 102.1%
N/A
29.5K $0
Capital Group
27.2K
New
N/A
27.2K $0
CGMS
Capital Grp Core Plus Income E
32K
+ 17.11%
N/A
219K $0
Convergence Long Short Equity ETF
84.5K
New
N/A
84.5K $0
Cns Pharmaceuticals Inc
250K
New
N/A
250K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
84.6K
+ 198.96%
N/A
127K $0
Dimensional Us
232K
+ 5680.32%
N/A
236K $0
Dimensional Global
9.66K
+ 46.72%
N/A
30.3K $0
Doubleline Mortgage
25.6K
+ 30.24%
N/A
110K $0
First Tr Exchange Traded Fd
3.78K
+ 28.25%
N/A
17.2K $0
Aptus Large Cap Enhanced Yield ETF
173K
+ 12.49%
N/A
1.56M $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
1.8K
+ 3.4%
N/A
54.7K $0
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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