Integrated Wealth Concepts LLC's ownership history for USMV


Integrated Wealth Concepts LLC currently holds 338.1K shares with a market value of $32.2M. It started holding USMV on 2024-09-30. At its peak, it held 634.5K shares on 2024-09-30. Its highest holding value was $57.9M on 2024-09-30. At its lowest, it held 338.1K shares on 2025-09-30, with a value of $32.2M on 2025-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has decreased its shares by 16.7K. In the recent year, Integrated Wealth Concepts LLC has decreased its shares by 296.4K.


Integrated Wealth Concepts LLC's ownership history for USMV