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TCW Strategic Income Fund shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

All positions including TCW Strategic Income Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TCW Strategic Income Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 37k 4.81
2023-09-30 $147k 32k 4.58
2023-06-30 $149k 32k 4.63
2023-03-31 $155k 33k 4.69
2022-12-31 $154k 33k 4.61
2022-09-30 $159k 34k 4.71
2022-06-30 $77k 16k 4.84

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding TCW Strategic Income Fund

Sit Investment Associates
1607 Capital Partners
Northside Capital Management
Morgan Stanley
Raymond James & Associates
Relative Value Partners
Ameriprise Financial
May Louie
Invesco
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
First Foundation Advisors
Riverbrige Partners
UBS Group

View all funds holding TCW Strategic Income Fund