Back to DUK-PA
Integrated Wealth Concepts LLC → DUK-PA
Integrated Wealth Concepts LLC DUK-PA Position History
DUK-PA
Quarters held
15
Latest value
$500K
Q2 2026
Peak value
$333.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $190M |
| Q3 2025 | $4M |
| Q3 2025 | $580K |
| Q4 2025 | $169.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $308K |
| Q1 2026 | $202.1M |
| Q1 2026 | $4.2M |
| Q1 2026 | $408K |
| Q2 2026 | $6.6M |
| Q2 2026 | $333.8M |
| Q2 2026 | $778K |
| Q2 2026 | $6M |
| Q2 2026 | $219.7M |
| Q2 2026 | $500K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $500K | 24.3K | — | — |
| Q2 2026 | $219.7M | 7.64M | — | — |
| Q2 2026 | $6M | 47.2K | — | — |
| Q2 2026 | $778K | 37.8K | — | — |
| Q2 2026 | $333.8M | 11.61M | — | — |
| Q2 2026 | $6.6M | 52.5K | — | — |
| Q1 2026 | $408K | 20.1K | — | — |
| Q1 2026 | $4.2M | 32.5K | — | — |
| Q1 2026 | $202.1M | 7.39M | — | — |
| Q4 2025 | $308K | 14.3K | — | — |
| Q4 2025 | $1.5M | 13.2K | — | — |
| Q4 2025 | $169.9M | 5.97M | — | — |
| Q3 2025 | $580K | 26.7K | — | — |
| Q3 2025 | $4M | 32.6K | — | — |
| Q3 2025 | $190M | 6.59M | — | — |
Other funds holding DUK-PA
$5.8B
$5.7B
$5.7B
$554.9M
$539.5M
$484.8M