Back to IW Integrated Wealth Concepts LLCSDSDVD
SDSDVD5 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD
Integrated Wealth Concepts LLC holds 65,388 shares of SDVD (FIRST TR EXCHANGE-TRADED FD), worth $1.5M as of 2026-Q2. The position was increased (+34.8% shares). SDVD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$1.5M
Current Shares
65,388
Total Value Change
+$1.3M
Total Shares Change
+55,543
Quarter-by-Quarter History
Other major holders of SDVD: LPL Financial LLC, Steward Partners Investment Advisory, LLC, RAYMOND JAMES FINANCIAL INC