Ownership history in Integrated Wealth Concepts LLC · 1 quarter on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SUN LIFE (SLF). 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 | INITIATED | 3,749 | — | — | 0.00% | $225K | $59.41 |
As of 2025 Q4 — sorted by position size