Integrated Wealth Concepts’s Finance of America Companies FOA Stock Holding History

Integrated Wealth Concepts’s Portfolio FOA Stock Details FOA 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	$764K	Sell
2025 Q2	$803K	Hold
2025 Q1	$732K	Buy
2024 Q4	$630K	Buy