Integrated Wealth Concepts’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$468K	Buy
2025 Q1	$349K	Sell
2024 Q4	$423K	Sell
2024 Q3	$598K	Sell
2024 Q2	$507K	Hold
2024 Q1	$541K	Sell
2023 Q4	$698K	Hold
2023 Q3	$555K	Sell
2023 Q2	$571K	Buy