Integrated Wealth Concepts LLC's ownership history for DFUS


Integrated Wealth Concepts LLC currently holds 59.7K shares with a market value of $4.3M. It started holding DFUS on 2024-09-30. At its peak, it held 60.8K shares on 2024-09-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 55.4K shares on 2024-12-31, with a value of $3.4M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 3.1K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 1.1K.


Integrated Wealth Concepts LLC's ownership history for DFUS