Integrated Wealth Concepts LLC's ownership history for FDVV

Integrated Wealth Concepts LLC currently holds 373.7K shares with a market value of $20.8M. It started holding FDVV on 2024-09-30. At its peak, it held 393.2K shares on 2025-06-30. Its highest holding value was $20.8M on 2025-09-30. At its lowest, it held 325.6K shares on 2024-09-30, with a value of $16.5M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 10.1K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 48.0K.