Integrated Wealth Concepts LLC's ownership history for XLY


Integrated Wealth Concepts LLC currently holds 43.4K shares with a market value of $4.7M. It started holding XLY on 2024-09-30. At its peak, it held 43.4K shares on 2026-03-31. Its highest holding value was $8.3M on 2024-12-31. At its lowest, it held 17.1K shares on 2025-06-30, with a value of $2.6M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 18.1K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 12.0K.


Integrated Wealth Concepts LLC's ownership history for XLY