Integrated Wealth Concepts LLC Pimco Rafi Dynamic Multi Facto Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
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 7,371 shares of MFUS stock, worth $389,262. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,371
Previous 4,749
55.21%
Holding current value
$389,262
Previous $240,000
52.08%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MFUS
# of Institutions
27Shares Held
2.91MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.36MShares$71.9 Million26.37% of portfolio
-
Austin Wealth Management, LLC Austin, TX563KShares$29.7 Million5.93% of portfolio
-
Baker Ellis Asset Management LLC232KShares$12.2 Million1.75% of portfolio
-
Williams & Novak, LLC Westlake Village, CA135KShares$7.14 Million6.46% of portfolio
-
Marshall Investment Management, LLC Littleton, CO108KShares$5.69 Million3.18% of portfolio