Integrated Wealth Concepts »

WaterBridge Infrastructure shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of WaterBridge Infrastructure (WBI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in WaterBridge Infrastructure

Tip: Access up to 7 years of quarterly data

All positions including WaterBridge Infrastructure 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 WaterBridge Infrastructure by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $77k 2.3k 34.27

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)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding WaterBridge Infrastructure

Devon Energy Corp
ALPS Advisors
Horizon Kinetics Asset Management
FMR
Hood River Capital Management
UBS Group
Schwartz Investment Counsel
Capital Research Global Investors
Tensile Capital Management
Ameriprise Financial
Emory University
Jpmorgan Chase & Co
Balyasny Asset Management
Jennison Associates
First Manhattan

View all funds holding WaterBridge Infrastructure