Ownership history in Integrated Wealth Concepts LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SYNOPSYS INC (SNPS). 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 | 544 | -216 | -28.4% | 0.00% | $268K | $493.39 |
| 2025 Q1 | ADDED | 760 | +79 | +11.6% | 0.00% | $326K | $428.85 |
| 2024 Q4 | ADDED | 681 | +12 | +1.8% | 0.00% | $331K | $485.36 |
| 2024 Q3 | REDUCED | 669 | -9 | -1.3% | 0.00% | $339K | $506.39 |
| 2024 Q2 | ADDED | 678 | +97 | +16.7% | 0.01% | $403K | $595.06 |
| 2024 Q1 | REDUCED | 581 | -153 | -20.8% | 0.00% | $332K | $571.50 |
| 2021 Q4 | ADDED | 734 | +21 | +2.9% | 0.01% | $270K | $368.50 |
| 2021 Q3 | INITIATED | 713 | — | — | 0.01% | $213K | $299.41 |
As of 2025 Q4 — sorted by position size