Integrated Wealth Concepts’s Cadre Holdings CDRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Sell	7,725 -53	-0.7%	-$1.69K	﹤0.01%	1660
2025 Q1	$230K	Buy	+7,778	New	+$230K	﹤0.01%	1554