Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,569 shares of DFEV stock, worth $244,296. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,569
Previous 9,451
1.25%
Holding current value
$244,296
Previous $259,000
5.02%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$60.9 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$25.2 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$24.6 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.1 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$16.3 Million2.88% of portfolio