Integrated Wealth Concepts LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 89,809 shares of EFIV stock, worth $5.12 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
89,809
Previous 85,608
4.91%
Holding current value
$5.12 Million
Previous $4.55 Million
10.17%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding EFIV
# of Institutions
109Shares Held
4.87MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44 Million1.77% of portfolio
-
Retirement Capital Strategies685KShares$39.1 Million14.99% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$21.7 Million1.18% of portfolio
-
Koss Olinger Consulting, LLC355KShares$20.2 Million1.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC282KShares$16.1 Million0.01% of portfolio