Integrated Wealth Concepts LLC Ishares Tr Russell 2500 ETF Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
190Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$70.4 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$64.1 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$38.5 Million0.14% of portfolio
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Envestnet Asset Management Inc542KShares$37.1 Million0.01% of portfolio