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

Integrated Wealth Concepts’s Portfolio MZTI Stock Details MZTI 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	–	Sell
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