Integrated Wealth Concepts LLC Simplify Exch Traded Fds Simpl Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,585 shares of CTA stock, worth $493,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,585Holding current value
$493,435% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
142Shares Held
12.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
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Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
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Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio