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Aaon shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Aaon (AAON) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Aaon

Tip: Access up to 7 years of quarterly data

All positions including Aaon held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aaon by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $548k 9.6k 56.87
2023-06-30 $608k 6.4k 94.81
2023-03-31 $620k 6.4k 96.65

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View all positions for Integrated Wealth Concepts

Top funds holding Aaon

Vanguard Group
Conestoga Capital Advisors
Geneva Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Daniel D. Thurber
Charles Schwab Investment Management
Bank of New York Mellon
Bank Of Oklahoma National Association /
Goldman Sachs Group
Norges Bank Investment Management
T. Rowe Price Associates
Westfield Capital Management Company
Rockefeller Capital Management
Vaughan Nelson Investment Management

View all funds holding Aaon