OKTA INC

Ticker: OKTA CUSIP: 679295105 Class: EQTY

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

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

Q3 2025
Shares 11,801 Value ($000) $1,082 Avg Close $93.37 Range $87.24 - $104.98
Q2 2025
Shares 6,288 Value ($000) $629 Avg Close $106.80 Range $87.93 - $127.57
Q1 2025
Shares 2,142 Value ($000) $225 Avg Close $97.67 Range $78.44 - $118.07
Q3 2024
Shares 3,597 Value ($000) $267 Avg Close $87.38 Range $70.56 - $100.73
Q2 2024
Shares 3,698 Value ($000) $346 Avg Close $94.67 Range $85.73 - $105.01
Q1 2024
Shares 3,622 Value ($000) $379 Avg Close $92.24 Range $79.35 - $114.50
Q4 2023
Shares 3,299 Value ($000) $299 Avg Close $76.29 Range $65.04 - $92.38
Q3 2023
Shares 3,288 Value ($000) $268 Avg Close $75.82 Range $67.72 - $90.73
Q2 2023
Shares 3,306 Value ($000) $229 Avg Close $75.94 Range $66.82 - $91.50
Q1 2023
Shares 3,207 Value ($000) $0 Avg Close $76.12 Range $62.40 - $87.88