Integrated Wealth Concepts »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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