Integrated Wealth Concepts LLC Pimco Rafi Dynamic Multi Facto Call Options Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MFUS

# of Institutions

28

Shares Held

3M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.31M
Shares

$73.4 Million
28.03% of portfolio
Austin Wealth Management, LLC Austin, TX

587K
Shares

$32.9 Million
5.13% of portfolio
Baker Ellis Asset Management LLC

227K
Shares

$12.7 Million
1.64% of portfolio
Marshall Investment Management, LLC Littleton, CO

159K
Shares

$8.9 Million
4.72% of portfolio
Williams & Novak, LLC Westlake Village, CA

146K
Shares

$8.22 Million
6.34% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFUS
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