Integrated Wealth Concepts’s Vertiv VRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Buy
2025 Q1	$707K	Sell
2024 Q4	$1.24M	Buy
2024 Q3	$767K	Buy
2024 Q2	$443K	Buy