Integrated Wealth Concepts LLC Purchases in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group
28K
+ 59.85%
N/A
74.8K $0
Capital Group
14.1K
+ 150.18%
N/A
23.4K $0
Capital Group
101K
+ 118.21%
N/A
187K $0
Capital Group
28.9K
+ 200.82%
N/A
43.3K $0
Capital Group
12.7K
New
N/A
12.7K $0
CGMS
Capital Grp Core Plus Income E
58.7K
+ 28.72%
N/A
263K $0
CGMU
Capital Group Core Plus Income
21.3K
New
N/A
21.3K $0
Capital Group
15.6K
New
N/A
15.6K $0
CGSD
Capital Grp Core Plus Income E
7.28K
+ 87.63%
N/A
15.6K $0
Capital Group
12.9K
New
N/A
12.9K $0
CNHI
Cnh Industrial N.V.

Industrials
77
+ 0.4%
N/A
19.6K $203K
Coherent Corp
2.19K
New
N/A
2.19K $0
Canadian Pacific
2.16K
+ 18.5%
N/A
13.8K $0
Crane CO
140
+ 7.38%
N/A
2.04K $0
Coreweave Inc
10.2K
+ 333.86%
N/A
13.2K $0
Congress Smid
16.4K
+ 17.01%
N/A
113K $0
China Yuchai Intl LTD
9.42K
New
N/A
9.42K $0
DAUG
First Tr ETF Viii Cboe Vest Us
15.2K
New
N/A
15.2K $0
Dimensional Us
9.94K
+ 3.02%
N/A
339K $0
ETF Ser Solutions
85.1K
+ 754.23%
N/A
96.4K $0
Dimensional ETF Trust
45.7K
New
N/A
45.7K $0
Dimensional Global
270K
New
N/A
270K $0
Dimensional Global
1.01K
+ 2.83%
N/A
36.9K $0
Dimensional Global
8.66K
New
N/A
8.66K $0
Dimensional Global
160K
New
N/A
160K $0
FLQH
Franklin Templeton Libertyq In

ETFs
194K
New
N/A
194K $0
Doubleline Mortgage
13.3K
+ 13.18%
N/A
114K $0
DRS
Leonardo Drs, Inc.
1.27K
+ 28.72%
N/A
5.68K $0
Aptus Large
231K
+ 11.2%
N/A
2.29M $0
Ecarx Holdings Inc
25.1K
New
N/A
25.1K $0
Eupraxia Pharmaceuticals Inc
12K
New
N/A
12K $0
Grayscale Ethereum
17.9K
New
N/A
17.9K $0
Ishares Ethereum
146K
+ 1253.12%
N/A
157K $0
Grayscale Ethereum
481
+ 2.49%
N/A
19.8K $0
Proshares Tr
3.14K
New
N/A
3.14K $0
Ishares Tr
7.05K
New
N/A
7.05K $0
Franklin Templeton Digital H
4.67K
New
N/A
4.67K $0
Fidelity Wise Origin Bitcoin
2K
+ 6.88%
N/A
31K $0
FDV
Federated Hermes ETF Tr U S St
19.1K
+ 11.37%
N/A
187K $0
First Eagle
190K
New
N/A
190K $0
Fidelity Enhanced
1.28K
+ 0.83%
N/A
155K $0
Fidelity Covington Trust
28
+ 0.37%
N/A
7.56K $0
Fidelity Enhanced
36K
+ 33.54%
N/A
143K $0
First Eagle
10K
New
N/A
10K $0
Ferguson Enterprises
633
+ 36.48%
N/A
2.37K $0
Fidelity Ethereum Fd
7.73K
+ 28.34%
N/A
35K $0
FMIL
Fidelity Covington Tr New Mill
589
+ 7.64%
N/A
8.3K $0
Frontline PLC
552
+ 3.53%
N/A
16.2K $0
FSCO
Fs Cr Opportunities Corp Com
319
+ 0.24%
N/A
132K $0
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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