Integrated Wealth Concepts LLC's ownership history for XLF

Integrated Wealth Concepts LLC currently holds 512.6K shares with a market value of $27.6M. It started holding XLF on 2024-09-30. At its peak, it held 512.6K shares on 2025-09-30. Its highest holding value was $27.6M on 2025-09-30. At its lowest, it held 429.6K shares on 2024-09-30, with a value of $19.5M on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 27.5K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 83.0K.