Ownership history in Integrated Wealth Concepts LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FUTU HOLDINGS (FUTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,690 | -84 | -4.7% | 0.00% | $294K | $173.91 |
| 2025 Q2 | INITIATED | 1,774 | — | — | 0.00% | $219K | $123.59 |
As of 2025 Q4 — sorted by position size