Number of Shares
1.11 Mil
Current Holdings Value*
$120.46 Mil
% of Portfolio
1.4%
Total Estimate Gain
$141.00 Mil
% of Total Estimate Gain
246.45%

Integrated Wealth Concepts LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, Integrated Wealth Concepts LLC held 1.11 Mil shares of NVIDIA Corp(NVDA), totaling $120.46 Mil. This investment constitutes 1.4% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 21 purchases of NVDA, at an average price of $41.66, for a total of 1.37 Mil shares. In addition, there have been 6 sales at an average price of $25.14 for 261,780.00 shares. Based on historical transaction data and NVDA's current price of $172.41, Integrated Wealth Concepts LLC's estimated gain on his NVDA holdings is $141.00 Mil, reflecting a 246.45% gain to date.

Integrated Wealth Concepts LLC NVDA ($172.41) Holding Chart

Integrated Wealth Concepts LLC NVDA ($172.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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