Integrated Wealth Concepts’s OR Royalties Inc OR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Sell
2025 Q1	$262K	Hold
2024 Q4	$224K	Hold
2024 Q3	$230K	Sell
2024 Q2	$194K	Hold
2024 Q1	$204K	Hold
2023 Q4	$178K	Hold
2023 Q3	$146K	Sell
2023 Q2	$193K	Hold
2023 Q1	$199K	Buy