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Integrated Wealth Concepts’s Cadence Bank CADE Stock Holding History

Integrated Wealth Concepts’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,398
Closed -$220K – 1757
2024
Q4 		$220K Sell
6,398
-2,869
-31% -$98.8K ﹤0.01% 1549
2024
Q3 		$295K Sell
9,267
-1,948
-17% -$62K ﹤0.01% 1355
2024
Q2 		$317K Buy
+11,215
New +$317K ﹤0.01% 1289