Back to IW Integrated Wealth Concepts LLC
CEFA2 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in GLOBAL X S&P CATH VAL DEVEL
Integrated Wealth Concepts LLC holds 11,613 shares of CEFA (GLOBAL X S&P CATH VAL DEVEL), worth $460,892 as of 2026-Q2. The position was increased (+67.3% shares). CEFA represents 0.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$460,892
Current Shares
11,613
Total Value Change
+$204,859
Total Shares Change
+4,672
Quarter-by-Quarter History
Other major holders of CEFA: BROWN BROTHERS HARRIMAN & CO, Chevy Chase Trust Holdings, LLC