Back to IW Integrated Wealth Concepts LLCTDTDVI
TDTDVI5 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD
Integrated Wealth Concepts LLC holds 45,267 shares of TDVI (FIRST TR EXCHANGE-TRADED FD), worth $1.4M as of 2026-Q2. The position was increased (+25.9% shares). TDVI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$1.4M
Current Shares
45,267
Total Value Change
+$1.2M
Total Shares Change
+37,549
Quarter-by-Quarter History
Other major holders of TDVI: LPL Financial LLC, Cetera Investment Advisers, ROYAL BANK OF CANADA, RAYMOND JAMES FINANCIAL INC