Integrated Wealth Concepts LLC Innovator U.S. Equity Ultra Bu Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding UMAR
# of Institutions
73Shares Held
4.84MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
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Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
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Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
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Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio