Integrated Wealth Concepts LLC's ownership history for SRE

Integrated Wealth Concepts LLC currently holds 51.7K shares with a market value of $4.6M. It started holding SRE on 2024-09-30. At its peak, it held 51.8K shares on 2024-09-30. Its highest holding value was $4.6M on 2025-09-30. At its lowest, it held 50.8K shares on 2025-03-31, with a value of $3.6M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 860. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 168.