Integrated Wealth Concepts LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,473 shares of DJUL stock, worth $443,431. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,473
Previous 7,600
24.64%
Holding current value
$443,431
Previous $337,000
31.16%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DJUL
# of Institutions
126Shares Held
5.01MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph686KShares$32.1 Million9.16% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI273KShares$12.8 Million2.6% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ267KShares$12.5 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$12.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL246KShares$11.5 Million0.0% of portfolio