Integrated Wealth Concepts LLC SPY Holdings History
Integrated Wealth Concepts LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 203,537.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $113.86 Mil. This investment constitutes 1.33% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 23 purchases of SPY, at an average price of $435.99, for a total of 233,324.00 shares. In addition, there have been 5 sales at an average price of $373.31 for 29,787.00 shares. Based on historical transaction data and SPY's current price of $627.58, Integrated Wealth Concepts LLC's estimated gain on his SPY holdings is $37.13 Mil, reflecting a 36.50% gain to date.
Integrated Wealth Concepts LLC SPY ($627.58) Holding Chart
Integrated Wealth Concepts LLC SPY ($627.58) 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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