Integrated Wealth Concepts’s Ares Management ARES Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.35M	Buy
2025 Q2	$968K	Buy
2025 Q1	$584K	Sell
2024 Q4	$1.03M	Buy
2024 Q1	–	Sell
2023 Q4	$241K	Sell
2023 Q3	$209K	Sell
2023 Q2	$227K	Buy