Integrated Wealth Concepts’s CION Investment CION Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$146K	Hold
2025 Q1	$158K	Hold
2024 Q4	$174K	Hold
2024 Q3	$181K	Hold
2024 Q2	$185K	Sell
2024 Q1	$185K	Hold
2023 Q4	$190K	Sell
2023 Q3	$222K	Hold
2023 Q2	$218K	Buy
2023 Q1	$183K	Buy