Integrated Wealth Concepts LLC's ownership history for XLP


Integrated Wealth Concepts LLC currently holds 157.1K shares with a market value of $12.3M. It started holding XLP on 2024-09-30. At its peak, it held 157.1K shares on 2025-09-30. Its highest holding value was $12.3M on 2025-09-30. At its lowest, it held 126.5K shares on 2025-03-31, with a value of $10.3M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 30.6K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 27.7K.


Integrated Wealth Concepts LLC's ownership history for XLP