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
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
25.9K
+ 68.78%
$25.06 - $25.59 $649K - $663K
63.6K $1.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.34K
+ 12.11%
$77.25 - $91.3 $335K - $396K
40.2K $3.43M
AVUV
American Centy ETF Tr Avantis

ETFs
6.48K
+ 81.93%
$94.37 - $106.41 $612K - $690K
14.4K $1.39M
ALE
Allete Inc

Utilities
9.28K
+ 19.96%
$63.98 - $65.24 $593K - $605K
55.8K $3.61M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.58K
+ 109.36%
$119.34 - $127.78 $666K - $714K
10.7K $1.28M
SPMD
Spdr Portfolio

ETFs
11.4K
+ 10.3%
$54.13 - $59.56 $619K - $681K
122K $6.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
171K
+ 241.97%
$25.79 - $80.4 $4.42M - $13.8M
242K $6.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
26.6K
+ 74.96%
$26.63 - $30.23 $710K - $806K
62.2K $1.66M
HRL
Hormel Foods Corp

Consumer Defensive
19.6K
New
$29.21 - $33.55 $573K - $659K
19.6K $615K
BK
Bank Of New York Mellon Corp

Financial Services
5.51K
+ 14.7%
$70.82 - $81.87 $390K - $451K
43K $3.3M
ROP
Roper Technologies Inc

Industrials
1.73K
+ 21.13%
$519.85 - $575.95 $900K - $998K
9.93K $5.16M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
26.3K
+ 108.05%
$22.83 - $23.36 $601K - $615K
50.7K $1.16M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
28.7K
+ 164.79%
$20.78 - $21.38 $597K - $615K
46.2K $966K
BSMU
Invesco Exchange Self Ind Tr

ETFs
27.7K
+ 157.72%
$21.63 - $22.25 $599K - $616K
45.2K $982K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
25.8K
+ 72.02%
$23.26 - $23.6 $601K - $609K
61.7K $1.44M
IWS
Ishares Russell Midcap Value E

ETFs
4.76K
+ 62.59%
$128.08 - $140.32 $610K - $668K
12.4K $1.6M
VRSK
Verisk Analytics, Inc.

Industrials
2.03K
+ 48.58%
$262.86 - $294.75 $534K - $599K
6.21K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.4K
+ 10.63%
$80.13 - $83.77 $991K - $1.04M
129K $10.3M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
38.6K
+ 20.26%
$31.31 - $35.01 $1.21M - $1.35M
229K $7.17M
VO
Vanguard Mid Cap ETF

ETFs
2.09K
+ 2.05%
$261.5 - $284.63 $546K - $594K
104K $27.5M
XLC
Select Sector Spdr Tr Communic

ETFs
982
+ 1.29%
$89.66 - $102.16 $88K - $100K
76.8K $7.44M
JNPR
Juniper Networks Inc

Technology
15.5K
New
$35.08 - $39.26 $543K - $608K
15.5K $579K
CAT
Caterpillar Inc

Industrials
2.78K
+ 18.03%
$360.37 - $416.88 $1M - $1.16M
18.2K $6.61M
FTQI
First Trust ETF Vi First Trust

ETFs
16.8K
+ 2.6%
$20.23 - $21.46 $340K - $361K
664K $13.8M
AXP
American Express CO

Financial Services
371
+ 2.07%
$267.35 - $305.57 $99.2K - $113K
18.3K $5.42M
ROIV
Roivant Sciences Ltd.

Healthcare
41.6K
+ 16.86%
$11.16 - $12.71 $464K - $528K
288K $3.41M
DUSA
Davis Fundamental ETF Tr

ETFs
13.3K
New
$40.91 - $45.07 $542K - $597K
13.3K $558K
EMR
Emerson Electric CO

Industrials
2.11K
+ 10.5%
$108.13 - $134.33 $228K - $284K
22.2K $2.76M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
25.3K
New
$21.68 - $22.16 $548K - $560K
25.3K $547K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
15.1K
+ 12.18%
$42.33 - $43.3 $637K - $652K
139K $5.91M
CF
Cf Industries Holdings, Inc.

Basic Materials
6.34K
+ 192.53%
$81.39 - $94.14 $516K - $597K
9.64K $822K
ORCL
Oracle Corp

Technology
4.55K
+ 7.65%
$165.41 - $192.43 $753K - $876K
64.1K $10.7M
DE
Deere & CO

Industrials
1.14K
+ 14.78%
$389.45 - $466.0 $443K - $530K
8.83K $3.74M
DJD
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 21.2%
$50.65 - $54.19 $637K - $681K
71.9K $3.65M
AXS
Axis Capital Holdings LTD

Financial Services
2.21K
+ 6.02%
$78.26 - $94.05 $173K - $207K
38.8K $3.44M
ROKU
Roku, Inc

Communication Services
7.1K
+ 33.97%
$64.08 - $84.12 $455K - $597K
28K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
709
+ 14.71%
$471.27 - $550.62 $334K - $390K
5.53K $2.89M
NET
Cloudflare, Inc.

Technology
3.39K
+ 59.65%
$78.11 - $117.56 $265K - $398K
9.07K $976K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
28.4K
+ 9.0%
$19.38 - $19.58 $551K - $556K
344K $6.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.78K
+ 2.65%
$126.68 - $134.74 $605K - $644K
185K $23.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.24K
+ 15.45%
$238.25 - $261.28 $534K - $586K
16.7K $4.05M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
10.2K
+ 63.4%
$51.76 - $56.72 $527K - $578K
26.3K $1.36M
EXLS
Exl Service Holdings, Inc.

Technology
11.1K
New
$38.1 - $47.02 $423K - $522K
11.1K $492K
AKAM
Akamai Technologies Inc

Technology
5.4K
New
N/A
5.4K $490K
CTA
Simplify Exch Traded Fds Simpl

ETFs
17.6K
New
$25.8 - $28.97 $454K - $509K
17.6K $490K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.9K
+ 5.42%
$48.48 - $49.47 $672K - $686K
270K $13.1M
FDL
First Tr Morningstar Dividend

ETFs
13.6K
+ 33.42%
$39.59 - $43.95 $539K - $598K
54.3K $2.19M
PANW
Palo Alto Networks Inc

Technology
16.4K
+ 104.47%
$181.96 - $405.9 $2.99M - $6.67M
32.2K $5.85M
UITB
Usaa ETF Tr Core Intermediate

ETFs
10.9K
+ 58.13%
$45.83 - $48.07 $497K - $522K
29.5K $1.36M
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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