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Tidal Tr Ii shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Tidal Tr Ii (RSBT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Tr Ii by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 314k 18.19
2024-06-30 $5.6M 304k 18.31
2024-03-31 $4.2M 231k 18.15

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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 Tidal Tr Ii

Envestnet Asset Management
Mml Investors Services
Integrated Wealth Concepts
Pensionmark Financial Group
Innova Wealth Partners
BWM Planning
Professional Financial Advisors
Jane Street
Accurate Wealth Management
TCTC Holdings

View all funds holding Tidal Tr Ii