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American Centy Etf Tr diversified mu shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in American Centy Etf Tr diversified mu

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Centy Etf Tr diversified mu by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 4.2k 50.23
2025-06-30 $259k 5.3k 48.93

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View all positions for Integrated Wealth Concepts

Top funds holding American Centy Etf Tr diversified mu

Envestnet Asset Management
CWM
LPL Financial
Goldstein Advisors
CX Institutional
Morgan Stanley
Private Advisor
Raymond James Financial
Condor Capital Management
IFP Advisors
Kestra Advisory Services
Dynamic Advisors Solutions
U.S. Capital Wealth Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors

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