Integrated Wealth Concepts LLC T Rowe Price Exchange Traded F Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$49.46 - $49.99 $220,838 - $223,205	4,465 New	4,465 $222,000

Others Institutions Holding TBUX

# of Institutions

46

Shares Held

15.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

13.2M
Shares

$658 Million
2.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

723K
Shares

$36 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

252K
Shares

$12.6 Million
0.04% of portfolio
Raymond James & Associates St Petersburg, FL

226K
Shares

$11.2 Million
0.01% of portfolio
3 Edge Asset Management, LP

186K
Shares

$9.26 Million
0.64% of portfolio

About T ROWE PRICE EXCHANGE-TRADED F

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