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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

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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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Ishares Core MF Closed and MF Open (IVV)
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Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Kestra Advisory Services
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Integrated Wealth Concepts
Equitable Holdings
Advisor Group Holdings
Avestar Capital
McAdam
Jane Street
Empirical Asset Management
Commonwealth Equity Services

View all funds holding Wisdomtree Tr bofa merlyn ze