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Xwell shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Xwell

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xwell by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 10k 1.73
2024-06-30 $19k 10k 1.80
2024-03-31 $18k 10k 1.69
2023-09-30 $23k 10k 2.25

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
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 Xwell

BlackRock
BlackRock
Vanguard Group
Geode Capital Management
Susquehanna International
State Street Corporation
Integrated Wealth Concepts
Tower Research Capital
Morgan Stanley
Group One Trading
Bank of America Corporation
Activest Wealth Management
Winch Advisory Services
CWM
Royal Bank of Canada

View all funds holding Xwell