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Information Services shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Information Services (III) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Information Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Information Services by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7k 647 4.11

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)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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 Information Services

Private Capital Management
HPM Partners
BlackRock
Renaissance Technologies
Vanguard Capital Management
Dimensional Fund Advisors
Hillsdale Investment Management
Geode Capital Management
Crawford Investment Counsel
Crestwood Advisors
Essex Investment Management
State Street Corporation
Morgan Stanley
William Blair $ Company
Bank of New York Mellon

View all funds holding Information Services