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ATFVATFV
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in Alger 35 ETF

Integrated Wealth Concepts LLC holds 85,976 shares of ATFV (Alger 35 ETF), worth $3.6M as of 2026-Q2. The position was increased (+164.8% shares). ATFV represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.6M

Current Shares

85,976

Total Value Change

+$3.3M

Total Shares Change

+78,953

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,976
+164.8%
$3.6M0.0%$41.42
43
2026-Q1
Decreased
32,472
-2.3%
$1M0.0%$32.59
0
2025-Q4
Increased
33,232
+373.2%
$1.2M0.0%$35.26
41
2025-Q3
New
7,023
-
$249,4580.0%$35.40
32

Other major holders of ATFV: LPL Financial LLC, FRED ALGER MANAGEMENT, LLC

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