Integrated Wealth Concepts’s Allegion ALLE Stock Holding History

Integrated Wealth Concepts’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$589K	Sell
2025 Q1	$581K	Buy
2024 Q4	$573K	Sell
2024 Q3	$652K	Sell
2024 Q2	$559K	Sell
2024 Q1	$709K	Sell
2023 Q4	$676K	Sell
2023 Q3	$609K	Buy
2023 Q2	$654K	Buy