Integrated Wealth Concepts LLC's ownership history for IBDS


Integrated Wealth Concepts LLC currently holds 219.9K shares with a market value of $5.4M. It started holding IBDS on 2024-09-30. At its peak, it held 219.9K shares on 2025-09-30. Its highest holding value was $5.4M on 2025-09-30. At its lowest, it held 124.9K shares on 2024-12-31, with a value of $3.0M on 2024-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 40.0K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 93.6K.


Integrated Wealth Concepts LLC's ownership history for IBDS