Integrated Wealth Concepts LLC Pimco Rafi Dynamic Multi Facto Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 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 8,677 shares of MFUS stock, worth $487,040. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,677
Previous 8,500
2.08%
Holding current value
$487,040
Previous $454,000
7.49%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding MFUS
# of Institutions
28Shares Held
3MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.31MShares$73.4 Million28.03% of portfolio
-
Austin Wealth Management, LLC Austin, TX587KShares$32.9 Million5.13% of portfolio
-
Baker Ellis Asset Management LLC227KShares$12.7 Million1.64% of portfolio
-
Marshall Investment Management, LLC Littleton, CO159KShares$8.9 Million4.72% of portfolio
-
Williams & Novak, LLC Westlake Village, CA146KShares$8.22 Million6.34% of portfolio