Integrated Wealth Concepts’s The Marzetti Company MZTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell
2025 Q1	$223K	Hold
2024 Q4	$221K	Buy
2024 Q3	$224K	Sell
2024 Q2	$271K	Hold
2024 Q1	$298K	Sell
2023 Q4	$240K	Buy
2023 Q3	–	Sell
2023 Q2	$237K	Buy