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Ishares Tr aaa a rated cp shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr aaa a rated cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr aaa a rated cp held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr aaa a rated cp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 74k 47.48
2023-09-30 $1.3M 28k 45.08
2023-06-30 $1.9M 39k 47.18

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Madison Asset Management
Eastern Bank
LPL Financial
HighTower Advisors
Pacific Wealth Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
Bank of America Corporation
Stratos Wealth Partners
UBS Group
Morgan Stanley
Migdal Insurance & Financial Holdings

View all funds holding Ishares Tr aaa a rated cp