Integrated Wealth Concepts LLC Spdr S&P Kensho New Economies Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,036 shares of KOMP stock, worth $325,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,036
Previous 5,083
0.92%
Holding current value
$325,275
Previous $236,000
15.68%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding KOMP
# of Institutions
139Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.22 Billion3.74% of portfolio
-
Betterment LLC New York, NY1.52MShares$98 Million0.18% of portfolio
-
Strategic Advocates LLC Logan, UT551KShares$35.6 Million8.9% of portfolio
-
Morgan Stanley New York, NY354KShares$22.8 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS169KShares$10.9 Million0.01% of portfolio