Integrated Wealth Concepts LLC's ownership history for ITA


Integrated Wealth Concepts LLC currently holds 29.0K shares with a market value of $6.1M. It started holding ITA on 2024-09-30. At its peak, it held 29.0K shares on 2025-09-30. Its highest holding value was $6.1M on 2025-09-30. At its lowest, it held 15.2K shares on 2025-03-31, with a value of $2.3M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 13.8K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 13.1K.


Integrated Wealth Concepts LLC's ownership history for ITA