Integrated Wealth Concepts LLC's ownership history for IYW

Integrated Wealth Concepts LLC currently holds 110.8K shares with a market value of $21.7M. It started holding IYW on 2024-09-30. At its peak, it held 168.0K shares on 2024-09-30. Its highest holding value was $26.1M on 2025-06-30. At its lowest, it held 110.8K shares on 2025-09-30, with a value of $17.0M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 10.2K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 57.2K.