Integrated Wealth Concepts’s Klaviyo KVYO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.9M	Buy	830,451 +680,818	+455%	+$22.9M	0.28%	75
2025 Q1	$4.53M	Buy	149,633 +5,019	+3%	+$152K	0.05%	340
2024 Q4	$5.96M	Buy	144,614 +84	+0.1%	+$3.46K	0.07%	260
2024 Q3	$5.11M	Buy	+144,530	New	+$5.11M	0.06%	283