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Tidal Tr Ii shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Tidal Tr Ii (RSST) 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 $5.8M 238k 24.50
2024-06-30 $6.0M 245k 24.51
2024-03-31 $3.7M 158k 23.37

More positions owned by Integrated Wealth Concepts

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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 Tidal Tr Ii

CWM
Orion Portfolio Solutions
Cambridge Investment Research Advisors
Continuum Wealth Advisors
Mml Investors Services
Envestnet Asset Management
Integrated Wealth Concepts
Private Advisory
Professional Financial Advisors
Sigma Planning
Pensionmark Financial Group
BWM Planning
BlackDiamond Wealth Management
Oppenheimer & Co
RHS Financial

View all funds holding Tidal Tr Ii