Integrated Wealth Concepts »

Optimizerx Ord shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Optimizerx Ord (OPRX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Optimizerx Ord

Tip: Access up to 7 years of quarterly data

All positions including Optimizerx Ord 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 Optimizerx Ord by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $88k 14k 6.28

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Optimizerx Ord

Whetstone Capital Advisors
BlackRock
Vanguard Group
Royce & Associates
Vanguard Capital Management
Kennedy Capital Management
William Blair $ Company
Rice Hall James & Associates
Dimensional Fund Advisors
Parkman Healthcare Partners
State Street Corporation
Manatuck Hill Partners
Geode Capital Management
Goldman Sachs Group
Vanguard Portfolio Management

View all funds holding Optimizerx Ord