Wisdomtree Tr bofa merlyn ze shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wisdomtree Tr bofa merlyn ze
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All positions including Wisdomtree Tr bofa merlyn ze held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $2.6M | 119k | 21.86 |
2024-03-31 | $2.3M | 105k | 22.03 |
2023-09-30 | $1.4M | 66k | 21.12 |
2023-06-30 | $1.3M | 60k | 21.02 |
2023-03-31 | $1.2M | 56k | 20.77 |
2022-12-31 | $1.1M | 53k | 20.67 |
2022-09-30 | $895k | 45k | 20.12 |
2022-06-30 | $886k | 45k | 19.90 |
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