Integrated Wealth Concepts LLC Pimco Rafi Dynamic Multi Facto Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,973 shares of MFUS stock, worth $411,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,973
Previous 7,371
8.17%
Holding current value
$411,406
Previous $365,000
9.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MFUS
# of Institutions
30Shares Held
2.88MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.34MShares$69.2 Million28.55% of portfolio
-
Austin Wealth Management, LLC Austin, TX567KShares$29.3 Million5.52% of portfolio
-
Baker Ellis Asset Management LLC229KShares$11.8 Million1.71% of portfolio
-
Williams & Novak, LLC Westlake Village, CA144KShares$7.42 Million7.04% of portfolio
-
Entrewealth, LLC Austin, TX109KShares$5.65 Million4.22% of portfolio