Integrated Wealth Concepts LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 465,799 shares of EFIV stock, worth $25.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
465,799
Previous 454,324
2.53%
Holding current value
$25.3 Million
Previous $21 Million
12.38%
% of portfolio
0.35%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding EFIV
# of Institutions
92Shares Held
4.04MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$42 Million1.08% of portfolio
-
Baltimore Washington Financial Advisors, Inc.374KShares$20.3 Million1.21% of portfolio
-
Laurel Wealth Planning LLC Edina, MN226KShares$12.3 Million7.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$11.5 Million0.01% of portfolio
-
Principal Financial Group Inc Des Moines, IA204KShares$11.1 Million0.01% of portfolio