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Clii shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Clii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Clii by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1k 3.2k 1.91
2023-03-31 $81k 10k 7.80
2022-06-30 $61k 10k 5.97
2021-12-31 $143k 14k 9.97

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NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Clii

BlackRock
Morgan Stanley
State Street Corporation
Vanguard Capital Management
Invesco
Goldman Sachs Group
Soros Fund Management
SIR Capital Management
Pictet Asset Management Holding SA
CIBC Bancorp USA
Vanguard Portfolio Management
Geode Capital Management
Qube Research & Technologies
Millennium Management
Norges Bank Investment Management

View all funds holding Clii