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Sila Realty Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Sila Realty Trust (SILA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Sila Realty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sila Realty Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $995k 39k 25.29
2024-06-30 $1.1M 50k 21.17

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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 Sila Realty Trust

BlackRock
Conversant Capital
Citadel Advisors
Advisor Group Holdings
Frontier Capital Management
Balyasny Asset Management
Geode Capital Management
Cambridge Investment Research Advisors
LPL Financial
Cetera Investment Advisers
Chilton Capital Management
Charles Schwab Investment Management
Park West Asset Management
Susquehanna International
ExodusPoint Capital Management

View all funds holding Sila Realty Trust