Integrated Wealth Concepts LLC's ownership history for SPY

Integrated Wealth Concepts LLC currently holds 227.3K shares with a market value of $151.4M. It started holding SPY on 2024-09-30. At its peak, it held 227.3K shares on 2025-09-30. Its highest holding value was $151.4M on 2025-09-30. At its lowest, it held 160.4K shares on 2024-09-30, with a value of $92.0M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 23.7K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 66.8K.