Integrated Wealth Concepts LLC Wisdomtree Tr Efficient Gold P Call Options Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding GDE

# of Institutions

16

Shares Held

626K

Call Options Held

0

Put Options Held

0

Magnolia Private Wealth, LLC Philadelphia, PA

204K
Shares

$8.49 Million
2.05% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

173K
Shares

$7.2 Million
0.2% of portfolio
Mc Grath & Associates, Inc. Asheville, NC

79.6K
Shares

$3.32 Million
5.96% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.3K
Shares

$2.47 Million
0.0% of portfolio
Worth Asset Management, LLC

22.2K
Shares

$923,808
0.54% of portfolio

About WISDOMTREE TR EFFICIENT GOLD P

Ticker GDE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.