Integrated Wealth Concepts’s Zscaler ZS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	3,826 +2,387	+166%	+$749K	0.01%	830
2025 Q1	$285K	Buy	1,439 +239	+20%	+$47.4K	﹤0.01%	1430
2024 Q4	$216K	Buy	+1,200	New	+$216K	﹤0.01%	1555