Integrated Wealth Concepts’s Hamilton Lane HLNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$729K	Sell	5,132 -887	-15%	-$126K	0.01%	1074
2025 Q1	$896K	Buy	6,019 +4,329	+256%	+$644K	0.01%	876
2024 Q4	$250K	Sell	1,690 -108	-6%	-$16K	﹤0.01%	1478
2024 Q3	$303K	Buy	1,798 +106	+6%	+$17.8K	﹤0.01%	1343
2024 Q2	$209K	Buy	+1,692	New	+$209K	﹤0.01%	1499