Integrated Wealth Concepts’s Klaviyo KVYO Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.6M	Sell
2025 Q2	$27.9M	Buy
2025 Q1	$4.53M	Buy
2024 Q4	$5.96M	Buy
2024 Q3	$5.11M	Buy