Integrated Wealth Concepts’s Chemed CHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.57M	Buy
2025 Q1	$6.52M	Buy
2024 Q4	$4.59M	Buy
2024 Q3	$4.15M	Buy
2024 Q2	$3.29M	Buy
2024 Q1	$2.75M	Buy
2023 Q4	$2.14M	Buy