Ownership history in Integrated Wealth Concepts LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Virtus Seix Senior Loan ETF (SEIX). 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 | ADDED | 55,591 | +1,350 | +2.5% | 0.01% | $1.3M | $22.76 |
| 2025 Q2 | ADDED | 54,241 | +4,852 | +9.8% | 0.01% | $1.3M | $22.31 |
| 2025 Q1 | ADDED | 49,389 | +5,460 | +12.4% | 0.01% | $1.2M | $21.93 |
| 2024 Q4 | ADDED | 43,929 | +13,978 | +46.7% | 0.01% | $1.1M | $21.90 |
| 2024 Q3 | ADDED | 29,951 | +1,526 | +5.4% | 0.01% | $713K | $21.34 |
| 2024 Q2 | ADDED | 28,425 | +1,442 | +5.3% | 0.01% | $677K | $20.94 |
| 2024 Q1 | INITIATED | 26,983 | — | — | 0.01% | $647K | — |
As of 2025 Q4 — sorted by position size