Integrated Wealth Concepts LLC's ownership history for IBTJ

Integrated Wealth Concepts LLC currently holds 155.1K shares with a market value of $3.4M. It started holding IBTJ on 2024-09-30. At its peak, it held 155.1K shares on 2025-12-31. Its highest holding value was $3.4M on 2025-12-31. At its lowest, it held 33.5K shares on 2024-09-30, with a value of $740.4K on 2024-09-30. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 85.9K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 107.1K.