Integrated Wealth Concepts LLC's ownership history for XLP


Integrated Wealth Concepts LLC currently holds 182.4K shares with a market value of $15.0M. It started holding XLP on 2024-09-30. At its peak, it held 182.4K shares on 2026-03-31. Its highest holding value was $15.0M on 2026-03-31. At its lowest, it held 47.3K shares on 2025-12-31, with a value of $3.7M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 25.3K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 55.9K.


Integrated Wealth Concepts LLC's ownership history for XLP