IWC
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Integrated Wealth Concepts’s NuScale Power SMR Stock Holding History

Integrated Wealth Concepts’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Sell
9,306
-18,240
-66% -$722K ﹤0.01% 1449
2025
Q1 		$390K Buy
+27,546
New +$390K ﹤0.01% 1266