Ownership history in Integrated Wealth Concepts LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SS&C TECHNOLOGIES (SSNC). 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 | 7,975 | -646 | -7.5% | 0.01% | $708K | $88.16 |
| 2025 Q2 | ADDED | 8,621 | +668 | +8.4% | 0.01% | $714K | $81.99 |
| 2025 Q1 | ADDED | 7,953 | +88 | +1.1% | 0.01% | $664K | $82.46 |
| 2024 Q4 | ADDED | 7,865 | +1,539 | +24.3% | 0.01% | $596K | $74.60 |
| 2024 Q3 | REDUCED | 6,326 | -596 | -8.6% | 0.01% | $469K | $72.82 |
| 2024 Q2 | ADDED | 6,922 | +440 | +6.8% | 0.01% | $434K | $61.29 |
| 2024 Q1 | ADDED | 6,482 | +505 | +8.4% | 0.01% | $417K | $62.71 |
| 2023 Q4 | REDUCED | 5,977 | -244 | -3.9% | 0.01% | $365K | $59.31 |
| 2023 Q3 | ADDED | 6,221 | +745 | +13.6% | 0.01% | $327K | $50.77 |
| 2023 Q2 | INITIATED | 5,476 | — | — | 0.01% | $332K | $58.32 |
As of 2025 Q4 — sorted by position size