Integrated Wealth Concepts »

MRGN STNLY PTHWY SML Cap Eqty ETF shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of MRGN STNLY PTHWY SML Cap Eqty ETF (MSSM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in MRGN STNLY PTHWY SML Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY SML Cap Eqty ETF 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 MRGN STNLY PTHWY SML Cap Eqty ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 35 62.06