Integrated Wealth Concepts LLC Sells in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRUS
Cirrus Logic, Inc.

Technology
-324
- 15.15%
$97.25 - $127.45 $31.5K - $41.3K
1.81K $227K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
-247
- 2.37%
$1.13 - $1.78 $279 - $440
10.2K $18K
JHI
John Hancock Investors Trust

Financial Services
-204
- 0.26%
$13.83 - $14.44 $2.82K - $2.95K
79.6K $1.11M
KC
Kingsoft Cloud Holdings LTD

Technology
-2.1K
- 13.54%
$11.52 - $17.47 $24.1K - $36.6K
13.4K $199K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-51
- 1.36%
$96.83 - $101.71 $4.94K - $5.19K
3.7K $375K
REI
Ring Energy, Inc.

Energy
-1.94K
- 6.68%
$0.73 - $1.14 $1.42K - $2.22K
27.2K $29K
BCE
Bce Inc

Communication Services
-276
- 2.43%
$22.63 - $25.74 $6.25K - $7.1K
11.1K $258K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-22
- 0.31%
$116.29 - $120.92 $2.56K - $2.66K
6.99K $838K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-56
- 0.91%
$54.85 - $58.99 $3.07K - $3.3K
6.07K $346K
EWC
Ishares Msci Canada ETF

ETFs
-2.18K
- 8.04%
$45.86 - $50.88 $99.9K - $111K
24.9K $1.26M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-67
- 1.99%
$78.88 - $85.2 $5.28K - $5.71K
3.3K $275K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-103
- 2.5%
$108.77 - $115.6 $11.2K - $11.9K
4.02K $455K
XLC
Select Sector Spdr Tr Communic

ETFs
-7.05K
- 8.22%
$105.99 - $119.41 $748K - $842K
78.7K $9.32M
MCK
Mckesson Corp

Healthcare
-252
- 4.88%
$659.01 - $772.54 $166K - $195K
4.91K $3.79M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-446
- 4.6%
$84.28 - $89.46 $37.6K - $39.9K
9.24K $822K
DSTL
ETF Ser Solution Distillate Us

ETFs
-493
- 3.32%
$54.44 - $58.24 $26.8K - $28.7K
14.4K $833K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.47%
$48.04 - $50.89 $1.06K - $1.12K
4.62K $234K
PLUG
Plug Power Inc

Industrials
-4.44K
- 17.52%
$1.37 - $2.65 $6.08K - $11.8K
20.9K $48K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-264
- 0.83%
$21.84 - $22.63 $5.77K - $5.97K
31.4K $704K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-72
- 2.6%
$85.66 - $92.67 $6.17K - $6.67K
2.7K $249K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-2.39K
- 19.02%
$17.42 - $28.65 $41.7K - $68.6K
10.2K $230K
PK
Park Hotels & Resorts Inc.

Real Estate
-712
- 2.9%
$10.17 - $12.13 $7.24K - $8.64K
23.8K $263K
ASND
Ascendis Pharma A/S

Healthcare
-155
- 9.03%
$163.32 - $205.91 $25.3K - $31.9K
1.56K $310K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-43
- 1.21%
$92.97 - $100.18 $4K - $4.31K
3.5K $348K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.5K
- 4.84%
$21.69 - $23.34 $292K - $315K
265K $6.18M
TECK
Teck Resources LTD

Basic Materials
-855
- 5.67%
$31.27 - $44.1 $26.7K - $37.7K
14.2K $624K
FDMO
Fidelity Covington Tr Momentum

ETFs
-455
- 6.15%
$75.0 - $83.29 $34.1K - $37.9K
6.94K $577K
NWSA
News Corp

Communication Services
-33
- 0.17%
$28.38 - $31.03 $937 - $1.02K
18.9K $580K
DNN
Denison Mines Corp.

Energy
-107
- 0.58%
$1.69 - $2.86 $181 - $306
18.4K $50K
IWS
Ishares Russell Midcap Value E

ETFs
-498
- 4.32%
$132.83 - $140.61 $66.1K - $70K
11K $1.54M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
-3.91K
- 15.06%
$0.58 - $1.66 $2.27K - $6.48K
22K $33K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.37K
- 3.22%
$11.64 - $15.79 $15.9K - $21.6K
41.1K $602K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-1.25K
- 10.25%
$32.29 - $38.12 $40.5K - $47.8K
11K $418K
GALT
Galectin Therapeutics Inc

Healthcare
-52
- 0.52%
$2.09 - $5.37 $109 - $279
10K $41K
TTI
Tetra Technologies Inc

Energy
-1.68K
- 13.19%
$3.23 - $5.89 $5.41K - $9.87K
11K $63K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-839
- 2.6%
$37.65 - $40.3 $31.6K - $33.8K
31.5K $1.26M
AOS
Smith A O Corp

Industrials
-360
- 5.48%
$67.24 - $74.3 $24.2K - $26.7K
6.21K $455K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.14K
- 6.97%
$34.31 - $38.09 $73.4K - $81.5K
28.5K $1.08M
VOD
Vodafone Group Public LTD CO

Communication Services
-247
- 0.78%
$10.67 - $12.06 $2.64K - $2.98K
31.5K $365K
XLB
Select Sector Spdr Fd Material

ETFs
-1.23K
- 1.63%
$86.72 - $92.61 $107K - $114K
74.6K $6.69M
SBLK
Star Bulk Carriers Corp.

Industrials
-40
- 0.19%
$17.38 - $19.87 $695 - $795
20.7K $384K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-470
- 9.3%
$232.86 - $268.01 $109K - $126K
4.58K $1.19M
EEMA
Ishares Msci Emerging Markets

ETFs
-82
- 2.05%
$81.98 - $92.25 $6.72K - $7.56K
3.92K $359K
GTO
Invesco Actively Managed ETF T

ETFs
-1.18K
- 0.85%
$46.43 - $47.91 $54.9K - $56.6K
137K $6.53M
ESI
Element Solutions Inc

Basic Materials
-7
- 0.06%
$23.13 - $26.99 $162 - $189
12.2K $305K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-390
- 0.58%
$14.12 - $14.91 $5.51K - $5.81K
67.3K $1M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.33K
- 4.2%
$42.04 - $45.23 $55.9K - $60.1K
30.3K $1.37M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-351
- 2.23%
$55.81 - $60.32 $19.6K - $21.2K
15.4K $913K
NSC
Norfolk Southern Corp

Industrials
-61
- 5.1%
$259.49 - $300.41 $15.8K - $18.3K
1.14K $340K
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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