Integrated Wealth Concepts LLC's ownership history for DFIV


Integrated Wealth Concepts LLC currently holds 290.7K shares with a market value of $15.3M. It started holding DFIV on 2024-09-30. At its peak, it held 445.2K shares on 2024-09-30. Its highest holding value was $17.0M on 2024-09-30. At its lowest, it held 265.3K shares on 2025-12-31, with a value of $9.6M on 2024-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 24.9K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 19.6K.


Integrated Wealth Concepts LLC's ownership history for DFIV