Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 475,305 shares of DUHP stock, worth $16.3 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
475,305
Previous 124,455
281.91%
Holding current value
$16.3 Million
Previous $4.24 Million
278.77%
% of portfolio
0.2%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
390Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.31 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$279 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$237 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$236 Million4.6% of portfolio