Integrated Wealth Concepts LLC Invesco ETF Tr Ii Intl Corp Bd Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Shares
9 transactions
Others Institutions Holding PICB
# of Institutions
33Shares Held
3.71MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL895KShares$19.4 Million11.56% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA727KShares$15.8 Million0.96% of portfolio
-
Tanager Wealth Management LLP569KShares$12.3 Million1.79% of portfolio
-
Peak Financial Management, Inc.353KShares$7.65 Million2.46% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$4.87 Million0.0% of portfolio