Integrated Wealth Concepts LLC's ownership history for IWR

Integrated Wealth Concepts LLC currently holds 42.8K shares with a market value of $4.2M. It started holding IWR on 2024-09-30. At its peak, it held 42.8K shares on 2026-03-31. Its highest holding value was $4.2M on 2026-03-31. At its lowest, it held 16.7K shares on 2025-12-31, with a value of $1.6M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 1.6K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 468.