Integrated Wealth Concepts LLC American Centy ETF Tr Diversif Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,291 shares of TAXF stock, worth $266,507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,291Holding current value
$266,507% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding TAXF
# of Institutions
99Shares Held
8.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$107 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.4 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$33.6 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI398KShares$20 Million2.43% of portfolio
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Cx Institutional394KShares$19.8 Million0.6% of portfolio