Integrated Wealth Concepts LLC's ownership history for IVE

Integrated Wealth Concepts LLC currently holds 73.2K shares with a market value of $15.1M. It started holding IVE on 2024-09-30. At its peak, it held 165.2K shares on 2025-06-30. Its highest holding value was $32.3M on 2025-06-30. At its lowest, it held 73.2K shares on 2025-09-30, with a value of $15.1M on 2025-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 63.8K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 34.5K.