Integrated Wealth Concepts LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 199,593 shares of DFNM stock, worth $9.58 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
199,593
Previous 193,353
3.23%
Holding current value
$9.58 Million
Previous $9.39 Million
1.61%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
234Shares Held
24.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio