Integrated Wealth Concepts LLC's ownership history for PTRB


Integrated Wealth Concepts LLC currently holds 188.8K shares with a market value of $8.0M. It started holding PTRB on 2024-09-30. At its peak, it held 640.6K shares on 2024-12-31. Its highest holding value was $26.3M on 2024-09-30. At its lowest, it held 188.8K shares on 2025-09-30, with a value of $8.0M on 2025-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 14.2K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 425.4K.


Integrated Wealth Concepts LLC's ownership history for PTRB