Integrated Wealth Concepts LLC's ownership history for USD
Integrated Wealth Concepts LLC currently holds 599.6K shares with a market value of $28.8M. It started holding USD on 2024-09-30. At its peak, it held 599.6K shares on 2026-03-31. Its highest holding value was $29.8M on 2025-09-30. At its lowest, it held 188.3K shares on 2024-09-30, with a value of $15.1M on 2025-03-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 298.9K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 223.0K.
Integrated Wealth Concepts LLC's ownership history for USD