Integrated Wealth Concepts’s TKO Group TKO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,687	Closed	-$258K	–	2004
2025 Q1	$258K	Sell	1,687 -370	-18%	-$56.5K	﹤0.01%	1490
2024 Q4	$292K	Sell	2,057 -69	-3%	-$9.81K	﹤0.01%	1384
2024 Q3	$263K	Buy	2,126 +125	+6%	+$15.5K	﹤0.01%	1423
2024 Q2	$216K	Buy	+2,001	New	+$216K	﹤0.01%	1485