Integrated Wealth Concepts’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$880K	Buy
2025 Q1	$886K	Sell
2024 Q4	$957K	Sell
2024 Q3	$917K	Buy
2024 Q2	$622K	Sell
2024 Q1	$740K	Buy
2023 Q4	$761K	Buy
2023 Q3	$284K	Buy
2023 Q2	$254K	Buy
2023 Q1	$247K	Buy