Integrated Wealth Concepts LLC Jp Morgan Diversified Return I Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
Shares
15 transactions
Others Institutions Holding JPIN
# of Institutions
104Shares Held
5.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC664KShares$36.7 Million0.1% of portfolio
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Ubs Group Ag655KShares$36.2 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC459KShares$25.4 Million0.0% of portfolio
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Argi Investment Services, LLC329KShares$18.2 Million0.52% of portfolio
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Morgan Stanley New York, NY320KShares$17.7 Million0.0% of portfolio