Integrated Wealth Concepts LLC First Tr ETF Viii Tcw Opportun Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
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Ubs Group Ag3.92MShares$168 Million0.04% of portfolio