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Alps Etf Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Alps Etf Tr (OUSA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Alps Etf Tr

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All positions including Alps Etf Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 7.4k 54.00
2024-06-30 $304k 6.1k 49.62
2024-03-31 $300k 6.1k 49.41
2023-09-30 $241k 5.8k 41.93
2023-06-30 $253k 5.7k 43.99
2023-03-31 $290k 6.9k 42.21
2022-12-31 $4.4M 105k 41.43
2022-09-30 $4.0M 107k 37.02
2022-06-30 $3.1M 77k 40.35

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 Alps Etf Tr

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Thurston, Springer, Miller, Herd & Titak
Kestra Advisory Services
We Are One Seven
Raymond James & Associates
Wiley Bros.-aintree Capital
Win Advisors
Equitable Holdings
Stifel Financial
Kestra Private Wealth Services
Private Advisor

View all funds holding Alps Etf Tr