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Modiv Inc Cl C shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Modiv Inc Cl C

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All positions including Modiv Inc Cl C held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Modiv Inc Cl C by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 13k 16.80
2024-06-30 $188k 13k 14.14
2024-03-31 $221k 13k 16.79
2023-09-30 $216k 13k 16.69
2023-06-30 $192k 13k 15.00
2023-03-31 $134k 13k 10.61

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Top funds holding Modiv Inc Cl C

Vanguard Group
Bard Associates
BlackRock
BlackRock
Geode Capital Management
Renaissance Technologies
Susquehanna International
Dimensional Fund Advisors
Citadel Advisors
LPL Financial
Morgan Stanley
Northern Trust
Integrated Wealth Concepts
State Street Corporation
Diam

View all funds holding Modiv Inc Cl C