Integrated Wealth Concepts LLC's ownership history for SMLF

Integrated Wealth Concepts LLC currently holds 138.7K shares with a market value of $10.3M. It started holding SMLF on 2024-09-30. At its peak, it held 260.2K shares on 2024-09-30. Its highest holding value was $17.3M on 2024-09-30. At its lowest, it held 138.7K shares on 2025-09-30, with a value of $9.5M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 14.0K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 121.5K.