AMERICAN TOWER CORP NEW

Ticker: AMT CUSIP: 03027X100 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 48,951 Value ($000) $8,594 Avg Close $180.30 Range $169.12 - $192.63

Q3 2025

Shares 60,637 Value ($000) $11,662 Avg Close $204.56 Range $185.10 - $230.04

Q2 2025

Shares 53,775 Value ($000) $11,885 Avg Close $210.37 Range $190.80 - $225.87

Q1 2025

Shares 40,021 Value ($000) $8,709 Avg Close $189.52 Range $166.66 - $212.16

Q4 2024

Shares 39,095 Value ($000) $7,170 Avg Close $198.35 Range $171.45 - $222.90

Q3 2024

Shares 29,395 Value ($000) $6,836 Avg Close $210.79 Range $182.10 - $231.55

Q2 2024

Shares 27,962 Value ($000) $5,435 Avg Close $176.27 Range $160.72 - $190.06

Q1 2024

Shares 21,140 Value ($000) $4,179 Avg Close $186.13 Range $169.29 - $204.74

Q4 2023

Shares 18,603 Value ($000) $4,016 Avg Close $175.15 Range $141.88 - $204.01

Q3 2023

Shares 9,617 Value ($000) $1,582 Avg Close $167.65 Range $145.17 - $184.31

Q2 2023

Shares 9,080 Value ($000) $1,761 Avg Close $178.08 Range $162.53 - $192.95

Q1 2023

Shares 10,431 Value ($000) $2 Avg Close $189.59 Range $171.12 - $212.87

Q4 2022

Shares 9,669 Value ($000) $2 Avg Close $186.71 Range $159.82 - $204.49

Q3 2022

Shares 9,119 Value ($000) $1,958 Avg Close $228.80 Range $188.24 - $251.54

Q2 2022

Shares 9,598 Value ($000) $2,453 Avg Close $222.20 Range $196.54 - $240.37

Q1 2022

Shares 8,744 Value ($000) $2,197 Avg Close $214.86 Range $193.72 - $257.60

Q4 2021

Shares 8,060 Value ($000) $2,358 Avg Close $239.48 Range $222.02 - $259.23

Q3 2021

Shares 5,821 Value ($000) $1,545 Avg Close $248.67 Range $232.43 - $264.88

Q2 2021

Shares 3,338 Value ($000) $902 Avg Close $221.28 Range $204.65 - $239.67

Q1 2021

Shares 3,047 Value ($000) $728 Avg Close $192.28 Range $170.54 - $209.67

Q4 2020

Shares 3,468 Value ($000) $778 Avg Close $199.71 Range $184.97 - $217.31

Q3 2020

Shares 2,643 Value ($000) $639 Avg Close $216.72 Range $200.88 - $232.60

Q2 2020

Shares 1,518 Value ($000) $393 Avg Close $210.56 Range $171.21 - $229.12

Q1 2020

Shares 1,671 Value ($000) $364 Avg Close $197.22 Range $147.72 - $219.16

Q4 2019

Shares 1,420 Value ($000) $326 Avg Close $183.82 Range $171.19 - $195.06

Q3 2019

Shares 1,449 Value ($000) $320 Avg Close $183.38 Range $167.57 - $203.29

Q2 2019

Shares 1,344 Value ($000) $277 Avg Close $168.17 Range $157.69 - $183.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	48,951	$8,594	$180.30	$169.12 - $192.63
Q3 2025	60,637	$11,662	$204.56	$185.10 - $230.04
Q2 2025	53,775	$11,885	$210.37	$190.80 - $225.87
Q1 2025	40,021	$8,709	$189.52	$166.66 - $212.16
Q4 2024	39,095	$7,170	$198.35	$171.45 - $222.90
Q3 2024	29,395	$6,836	$210.79	$182.10 - $231.55
Q2 2024	27,962	$5,435	$176.27	$160.72 - $190.06
Q1 2024	21,140	$4,179	$186.13	$169.29 - $204.74
Q4 2023	18,603	$4,016	$175.15	$141.88 - $204.01
Q3 2023	9,617	$1,582	$167.65	$145.17 - $184.31
Q2 2023	9,080	$1,761	$178.08	$162.53 - $192.95
Q1 2023	10,431	$2	$189.59	$171.12 - $212.87
Q4 2022	9,669	$2	$186.71	$159.82 - $204.49
Q3 2022	9,119	$1,958	$228.80	$188.24 - $251.54
Q2 2022	9,598	$2,453	$222.20	$196.54 - $240.37
Q1 2022	8,744	$2,197	$214.86	$193.72 - $257.60
Q4 2021	8,060	$2,358	$239.48	$222.02 - $259.23
Q3 2021	5,821	$1,545	$248.67	$232.43 - $264.88
Q2 2021	3,338	$902	$221.28	$204.65 - $239.67
Q1 2021	3,047	$728	$192.28	$170.54 - $209.67
Q4 2020	3,468	$778	$199.71	$184.97 - $217.31
Q3 2020	2,643	$639	$216.72	$200.88 - $232.60
Q2 2020	1,518	$393	$210.56	$171.21 - $229.12
Q1 2020	1,671	$364	$197.22	$147.72 - $219.16
Q4 2019	1,420	$326	$183.82	$171.19 - $195.06
Q3 2019	1,449	$320	$183.38	$167.57 - $203.29
Q2 2019	1,344	$277	$168.17	$157.69 - $183.80