Integrated Wealth Concepts »

Highland Global mf closed and mf open shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Highland Global mf closed and mf open (HGLB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Highland Global mf closed and mf open

Tip: Access up to 7 years of quarterly data

All positions including Highland Global mf closed and mf open held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Highland Global mf closed and mf open by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $94k 13k 7.52

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Highland Global mf closed and mf open

Raymond James Financial
Morgan Stanley
LPL Financial
Deschutes Portfolio Strategy
Shaker Financial Services
Advisor Group Holdings
Quantedge Capital Pte
Landscape Capital Management
Goss Wealth Management
NWF Advisory Services
Sovereign Financial Group
Advisory Solutions Group
Oppenheimer & Co
Jane Street
UBS Group

View all funds holding Highland Global mf closed and mf open