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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$803K	Hold	34,429	–	–	0.01%	1038
2025 Q1	$732K	Buy	34,429 +12,029	+54%	+$256K	0.01%	974
2024 Q4	$630K	Buy	+22,400	New	+$630K	0.01%	1023