IWC
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Integrated Wealth Concepts’s SM Energy SM Stock Holding History

Integrated Wealth Concepts’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,534
Closed -$299K – 1661
2023
Q3 		$299K Buy
+7,534
New +$299K 0.01% 1231