IWC
EMO

Integrated Wealth Concepts’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Integrated Wealth Concepts’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
2025
Q1 		$372K Hold
2024
Q4 		$348K Sell
2024
Q3 		$325K Buy
2024
Q2 		– Sell
2024
Q1 		$541K Buy
2023
Q4 		$462K Hold
2023
Q3 		$419K Hold
2023
Q2 		$395K Hold
2023
Q1 		$373K Buy