Integrated Wealth Concepts’s Element Solutions ESI Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$306K	Sell
2025 Q2	$275K	Sell
2025 Q1	$545K	Buy
2024 Q4	$610K	Buy
2024 Q3	$640K	Sell
2024 Q2	$702K	Buy
2024 Q1	$643K	Sell
2023 Q4	$599K	Buy
2023 Q3	$503K	Sell
2023 Q2	$498K	Buy