Integrated Wealth Concepts LLC Wisdomtree Tr Efficient Gold P Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding GDE
# of Institutions
24Shares Held
5.04MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.39MShares$161 Million8.05% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO667KShares$31.6 Million4.75% of portfolio
-
Churchill Management Corp218KShares$10.3 Million0.11% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA164KShares$7.78 Million0.19% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA137KShares$6.51 Million16.71% of portfolio