Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts »

Modiv Inc Cl C shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Modiv Inc Cl C

Tip: Access up to 7 years of quarterly data

All positions including Modiv Inc Cl C held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Modiv Inc Cl C by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$221k	13k	16.79
2023-09-30	$216k	13k	16.69
2023-06-30	$192k	13k	15.00
2023-03-31	$134k	13k	10.61

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 Modiv Inc Cl C

Bard Associates

Geode Capital Management

Millennium Management

Qube Research & Technologies

Citadel Advisors

Dimensional Fund Advisors

Integrated Wealth Concepts

Perritt Capital Management

Jpmorgan Chase & Co

NISA Investment Advisors

View all funds holding Modiv Inc Cl C

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z