Integrated Wealth Concepts LLC's ownership history for IBDR


Integrated Wealth Concepts LLC currently holds 237.8K shares with a market value of $5.8M. It started holding IBDR on 2024-09-30. At its peak, it held 237.8K shares on 2025-09-30. Its highest holding value was $5.8M on 2025-09-30. At its lowest, it held 85.7K shares on 2024-12-31, with a value of $2.1M on 2024-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 87.0K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 150.0K.


Integrated Wealth Concepts LLC's ownership history for IBDR