Integrated Wealth Concepts’s Arcadium Lithium plc ALTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-93,693	Closed	-$481K	–	1850
2024 Q4	$481K	Sell	93,693 -21,474	-19%	-$110K	0.01%	1139
2024 Q3	$328K	Buy	115,167 +413	+0.4%	+$1.2K	﹤0.01%	1279
2024 Q2	$386K	Buy	114,754 +1,268	+1%	+$5.3K	0.01%	1171
2024 Q1	$489K	Buy	+113,486	New	+$569K	0.01%	1066

Other funds holding ALTM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Integrated Wealth Concepts's ALTM Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 93,693 shares — an estimated $481K sold.

Integrated Wealth Concepts first reported a position in ALTM in Q1 2024 and held it in 4 quarters. The position peaked at $489K in Q1 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

Integrated Wealth Concepts reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 93,693 Arcadium Lithium plc shares in Q1 2025, an estimated $481K.
Integrated Wealth Concepts first reported a position in Arcadium Lithium plc in Q1 2024 and held it in 4 quarters.
Integrated Wealth Concepts's Arcadium Lithium plc position peaked at $489K in Q1 2024.
6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.