Integrated Wealth Concepts LLC's ownership history for SPY

Integrated Wealth Concepts LLC currently holds 228.9K shares with a market value of $148.9M. It started holding SPY on 2024-09-30. At its peak, it held 228.9K shares on 2026-03-31. Its highest holding value was $151.4M on 2025-09-30. At its lowest, it held 105.5K shares on 2025-12-31, with a value of $71.9M 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 25.4K.