Integrated Wealth Concepts LLC First Tr Exchange Traded Fd Vi Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 141,266 shares of XPND stock, worth $4.85 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
141,266
Previous 151,562
6.79%
Holding current value
$4.85 Million
Previous $4.28 Million
11.14%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XPND
# of Institutions
22Shares Held
467KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ96.3KShares$3.31 Million0.01% of portfolio
-
Bullseye Investment Management, LLC37.9KShares$1.3 Million2.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.9KShares$1.2 Million0.0% of portfolio
-
Nations Financial Group Inc, Cedar Rapids, IA32.5KShares$1.12 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL29.7KShares$1.02 Million0.0% of portfolio