Integrated Wealth Concepts’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$947K	Buy	3,015 +852	+39%	+$267K	0.01%	953
2025 Q1	$649K	Buy	+2,163	New	+$649K	0.01%	1034