Integrated Wealth Concepts LLC's ownership history for IWB

Integrated Wealth Concepts LLC currently holds 64.7K shares with a market value of $23.7M. It started holding IWB on 2024-09-30. At its peak, it held 69.7K shares on 2025-03-31. Its highest holding value was $23.7M on 2025-09-30. At its lowest, it held 58.0K shares on 2024-09-30, with a value of $18.2M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 5.0K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 6.7K.