Integrated Wealth Concepts LLC's ownership history for TAFI

Integrated Wealth Concepts LLC currently holds 214.1K shares with a market value of $5.4M. It started holding TAFI on 2025-09-30. At its peak, it held 214.1K shares on 2026-03-31. Its highest holding value was $5.4M on 2026-03-31. At its lowest, it held 178.2K shares on 2025-09-30, with a value of $4.5M on 2025-09-30.