Integrated Wealth Concepts’s Primerica PRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$959K	Buy
2025 Q1	$609K	Buy
2024 Q4	$482K	Buy
2024 Q3	$437K	Sell
2024 Q2	$405K	Sell
2024 Q1	$434K	Hold
2023 Q4	$353K	Sell
2023 Q3	$338K	Sell
2023 Q2	$345K	Sell
2023 Q1	$314K	Buy