Integrated Wealth Concepts LLC Schwab Fundamental U S Broad M Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.3 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.29 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.83 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.75 Million7.83% of portfolio