Integrated Wealth Concepts LLC First Tr ETF Iii Enhanced Shor Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding FUMB
# of Institutions
79Shares Held
7.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$22.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC870KShares$17.5 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA627KShares$12.6 Million0.09% of portfolio
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Rockefeller Capital Management L.P. New York, NY513KShares$10.3 Million0.03% of portfolio
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Mainsail Financial Group, LLC Bellevue, WA273KShares$5.49 Million3.26% of portfolio