Integrated Wealth Concepts’s Cerence CRNC Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$199K	Buy
2022 Q1	–	Sell
2021 Q4	$308K	Sell
2021 Q3	$396K	Buy
2021 Q2	$377K	Sell
2021 Q1	$323K	Buy
2020 Q4	$354K	Buy