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Advisorshares Tr bny grwth shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Advisorshares Tr bny grwth (AADR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Advisorshares Tr bny grwth

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr bny grwth held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr bny grwth by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 32k 86.76
2025-06-30 $939k 12k 78.98

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Advisorshares Tr bny grwth

Morgan Stanley
Integrated Wealth Concepts
Advisor Group Holdings
Raymond James Financial
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Prospera Financial Services
Resources Investment Advisors
Congress Wealth Management LLC / DE /
Equitable Holdings
Strategy Asset Managers
MinichMacGregor Wealth Management
Janney Montgomery Scott
Emerald Investment Partners

View all funds holding Advisorshares Tr bny grwth