Back to IW Integrated Wealth Concepts LLC

SSUSSSUS
Showing 8 of 11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in STRATEGY SHS

Integrated Wealth Concepts LLC holds 864,921 shares of SSUS (STRATEGY SHS), worth $47.8M as of 2026-Q2. The position was decreased (-2.2% shares). SSUS represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$47.8M

Current Shares

864,921

Total Value Change

-$5M

Total Shares Change

-406,572

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
864,921
-2.2%
$47.8M0.3%$55.31
0
2026-Q1
Decreased
884,151
-6.7%
$41.3M0.3%$48.87
0
2025-Q4
Decreased
947,804
-4.2%
$46.2M0.5%$49.14
0
2025-Q3
Decreased
988,810
-10.8%
$47.8M0.4%$47.87
0
2025-Q2
Decreased
1.1M
-8.6%
$49.8M0.5%$44.45
0
2025-Q1
Decreased
1.2M
-3.0%
$49.4M0.6%$40.29
0
2024-Q4
Decreased
1.3M
-1.6%
$52.6M0.6%$41.99
0
2024-Q3
Decreased
1.3M
-2.9%
$52.9M0.6%$41.01
0

Other major holders of SSUS: RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used