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SHRYSHRY
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE TRADED FD

Integrated Wealth Concepts LLC holds 2,596 shares of SHRY (FIRST TR EXCHANGE TRADED FD), worth $110,942 as of 2026-Q2. This is a new position. SHRY represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$110,942

Current Shares

2,596

Total Value Change

-$322,058

Total Shares Change

-11,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
2,596
-
$110,9420.0%$42.74
30
2022-Q1
Exited
0
-100.0%
$00.0%$31.74
0
2021-Q4
Increased
8,447
+5.1%
$298,0000.0%$33.02
25
2021-Q3
New
8,036
-
$256,0000.0%$30.34
32
2021-Q2
Exited
0
-100.0%
$00.0%$29.90
0
2021-Q1
New
14,318
-
$433,0000.0%$28.09
33

Other major holders of SHRY: LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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