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Asa shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Asa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Asa by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $738k 16k 45.80
2025-06-30 $487k 15k 31.57
2025-03-31 $368k 12k 30.14
2024-12-31 $372k 18k 20.22

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Apple Common Stock (AAPL)
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Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
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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 Asa

Saba Capital Management
Morgan Stanley
Sessa Capital IM
Uncommon Cents Investing
Raymond James Financial
Twelve Points Wealth Management
Almitas Capital
Sprott
Capstone Investment Advisors
Cetera Investment Advisers
Thomas J. Herzfeld Advisors
Polar Securities
Landscape Capital Management
Blue Bell Private Wealth Management
Royce & Associates

View all funds holding Asa