Integrated Wealth Concepts »

Meridianlink shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Meridianlink (MLNK) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Meridianlink

Tip: Access up to 7 years of quarterly data

All positions including Meridianlink 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 Meridianlink by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 15k 20.57
2024-06-30 $362k 17k 21.36
2024-03-31 $317k 17k 18.70
2023-09-30 $290k 17k 17.06
2023-06-30 $298k 14k 20.80

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Meridianlink

Thoma Bravo
Darlington Partners Capital Management
Park West Asset Management
Keenan Capital
Vanguard Group
BlackRock
Serent Capital Management
BlackRock
WCM Investment Management
Greenstone Partners & Co
Dimensional Fund Advisors
Citadel Advisors
Geode Capital Management
State Street Corporation
Northern Trust

View all funds holding Meridianlink