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ePlus shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in ePlus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ePlus by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $598k 6.1k 98.31
2024-06-30 $507k 6.9k 73.60
2024-03-31 $541k 6.9k 78.47
2023-09-30 $555k 8.7k 63.52
2023-06-30 $571k 10k 56.31

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 ePlus

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FMR
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Wellington Management Company
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View all funds holding ePlus