Integrated Wealth Concepts’s Cerus CERS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.1K	Buy
2023 Q3	–	Sell
2023 Q2	$77.7K	Sell
2023 Q1	$248K	Buy
2022 Q4	$246K	Buy
2022 Q3	$76K	Buy
2022 Q2	$109K	Buy