Integrated Wealth Concepts’s Penumbra PEN Stock Holding History

Integrated Wealth Concepts’s Portfolio PEN Stock Details PEN 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	$488K	Buy
2025 Q2	$414K	Buy
2024 Q2	–	Sell
2024 Q1	$211K	Buy
2023 Q4	$233K	Buy
2023 Q3	$210K	Sell
2023 Q2	$302K	Sell
2023 Q1	$245K	Buy