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Integrated Wealth Concepts’s ASE Group ASX Stock Holding History

Integrated Wealth Concepts’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,591
Closed -$151K – 1982
2025
Q2 		$151K Buy
+14,591
New +$136K ﹤0.01% 1800
2023
Q1 		– Sell
-12,508
Closed -$78K – 1348
2022
Q4 		$78K Sell
12,508
-518
-4% -$3.04K ﹤0.01% 1000
2022
Q3 		$65K Buy
13,026
+603
+5% +$3.4K ﹤0.01% 926
2022
Q2 		$64K Buy
12,423
+630
+5% +$4.2K ﹤0.01% 952
2022
Q1 		$84K Buy
+11,793
New +$86.6K ﹤0.01% 913

Other funds holding ASX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return