Integrated Wealth Concepts »

Transcat shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Transcat

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Transcat by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $33k 350 92.78

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Transcat

Neuberger Berman Group
BlackRock
Hood River Capital Management
Ophir Asset Management Pty
Conestoga Capital Advisors
Royce & Associates
Vanguard Capital Management
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Dimensional Fund Advisors
Paradice Investment Management
Geode Capital Management
State Street Corporation
Thrivent Financial for Lutherans
Riverbrige Partners

View all funds holding Transcat