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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
2023-09-30 $23k 10k 2.25

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding Xwell

Vanguard Group
Citadel Advisors
Advisor Group Holdings
UBS Group
Royal Bank of Canada
Efficient Wealth Management
Vima
Bank of America Corporation
Wells Fargo & Company

View all funds holding Xwell