Integrated Wealth Concepts LLC
CIK Number: 0001737109
8.61B
Market Value
1,595
# of Holdings
11 months
Avg. Holding Period
33.53%
Win Rate
31.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.91 | +1.36% | 959.52K | +4.71% | 240.28M | 136.77 | 2.79% |
| 2 | BKLC | BNY Mellon US L... | 100.43 | +0.23% | 2.01M | -0.21% | 225.71M | 90.27 | 2.62% |
| 3 | IVV | iShares Core S&... | 528.98 | +0.16% | 362.79K | +0.09% | 213.57M | 400.64 | 2.48% |
| 4 | ACIO | Aptus Collared ... | 37.01 | -0.19% | 5.28M | +22.36% | 212.66M | 37.72 | 2.47% |
| 5 | QUAL | iShares MSCI US... | 161.47 | +0.29% | 1.15M | -15.44% | 204.29M | 125.01 | 2.37% |
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- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.