Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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 124,995 shares of DUHP stock, worth $4.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
124,995
Previous 124,602
0.32%
Holding current value
$4.26 Million
Previous $3.94 Million
1.52%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio