Integrated Wealth Concepts LLC Ishares Tr Us Small Cap Value Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,884 shares of SVAL stock, worth $337,512. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,884
Previous 16,344
33.41%
Holding current value
$337,512
Previous $500,000
36.6%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SVAL
# of Institutions
30Shares Held
1.02MCall Options Held
0Put Options Held
0-
Bt Wealth Management LLC484KShares$15 Million3.63% of portfolio
-
Truist Financial Corp91.3KShares$2.83 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC75.5KShares$2.34 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL49.2KShares$1.53 Million0.0% of portfolio
-
Ewg Elevate Inc.39.7KShares$1.23 Million0.45% of portfolio