Integrated Wealth Concepts LLC Asset Management

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$398,000 0.0% of portfolio
111,817
Q4 2024 Added 5.71%
$0
$394,000 0.0% of portfolio
28,858
Q4 2024 Added 0.81%
$579M
$371,000 0.0% of portfolio
18,374
Q4 2024 New
$0
$348,000 0.0% of portfolio
7,487
Q4 2024 Reduced 2.69%
$0
$332,000 0.0% of portfolio
20,650
Q4 2024 Reduced 2.57%
$2.45B
$327,000 0.0% of portfolio
16,282
Q4 2024 New
$1.26B
$318,000 0.0% of portfolio
1,445
Q4 2024 Added 0.21%
$0
$307,000 0.0% of portfolio
26,412
Q4 2024 Reduced 12.56%
$0
$296,000 0.0% of portfolio
27,903
Q4 2024 Added 0.09%
$0
$282,000 0.0% of portfolio
31,689
Q4 2024 Added 4.36%
$15.8B
$280,000 0.0% of portfolio
5,555
Q4 2024 Added 1.2%
$0
$254,000 0.0% of portfolio
11,942
Q4 2024 New
$5.49B
$250,000 0.0% of portfolio
1,690
Q4 2024 Reduced 6.01%
$0
$250,000 0.0% of portfolio
16,748
Q4 2024 Reduced 9.77%
$0
$249,000 0.0% of portfolio
10,268
Q4 2024 Reduced 2.53%
$0
$243,000 0.0% of portfolio
13,266
Q4 2024 Added 24.6%
$0
$228,000 0.0% of portfolio
18,796
Q4 2024 Reduced 3.84%
$0
$228,000 0.0% of portfolio
34,386
Q4 2024 Added 5.13%
$3.73B
$217,000 0.0% of portfolio
5,870
Q4 2024 New
$0
$217,000 0.0% of portfolio
26,274
Q4 2024 Reduced 22.66%
$0
$203,000 0.0% of portfolio
19,357
Q4 2024 Added 35.48%
$9.59B
$200,000 0.0% of portfolio
9,869
Q4 2024 New
$0
$199,000 0.0% of portfolio
22,039
Q4 2024 Added 0.74%
$0
$197,000 0.0% of portfolio
17,200
Q4 2022 Reduced 8.94%
$0
$197,000 0.0% of portfolio
10,007
Q4 2024 Reduced 10.12%
$0
$196,000 0.0% of portfolio
33,804
Q4 2024 Reduced 4.5%
$0
$192,000 0.0% of portfolio
24,529
Q4 2024 Added 73.61%
$0
$190,000 0.0% of portfolio
17,721
Q4 2024 Reduced 13.2%
$0
$184,000 0.0% of portfolio
12,800
Q4 2024 Added 3.33%
$0
$182,000 0.0% of portfolio
31,911
Q4 2024 Reduced 8.57%
$0
$180,000 0.0% of portfolio
15,200
Q3 2024 Reduced 8.98%
$0
$179,000 0.0% of portfolio
15,886
Q1 2024 Added 3.59%
$595M
$173,000 0.0% of portfolio
15,230
Q2 2024 Reduced 9.48%
$0
$172,000 0.0% of portfolio
17,556
Q4 2024 Reduced 1.1%
$0
$171,000 0.0% of portfolio
16,413
Q4 2024 Added 0.04%
$0
$169,000 0.0% of portfolio
35,289
Q2 2024 Reduced 3.55%
$0
$141,000 0.0% of portfolio
12,093
Q4 2024 Reduced 0.02%
$0
$138,000 0.0% of portfolio
11,328
Q1 2024 Reduced 20.94%
$0
$130,000 0.0% of portfolio
11,405
Q3 2024 Reduced 45.83%
$0
$128,000 0.0% of portfolio
22,829
Q2 2024 Added 121.19%
$0
$122,000 0.0% of portfolio
10,919
Q3 2023 Reduced 8.39%
$0
$111,000 0.0% of portfolio
21,711
Q4 2024 Added 1.21%
$0
$111,000 0.0% of portfolio
11,010
Q3 2023 Reduced 27.49%
$0
$109,000 0.0% of portfolio
10,223
Q4 2024 New
$0
$99,000 0.0% of portfolio
11,302
Q4 2024 Reduced 9.13%
$0
$95,000 0.0% of portfolio
11,310
Q4 2024 Added 0.05%
$0
$92,000 0.0% of portfolio
17,346
Q4 2024 Reduced 38.45%
$0
$92,000 0.0% of portfolio
18,263
Q4 2024 New
$0
$87,000 0.0% of portfolio
10,000
Q3 2024 New
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