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UDIVUDIV
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FRANKLIN TEMPLETON ETF TR

Integrated Wealth Concepts LLC holds 5,235 shares of UDIV (FRANKLIN TEMPLETON ETF TR), worth $314,617 as of 2026-Q2. The position was decreased (-36.9% shares). UDIV represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$314,617

Current Shares

5,235

Total Value Change

+$76,901

Total Shares Change

-201

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,235
-36.9%
$314,6170.0%$59.92
0
2026-Q1
New
8,300
-
$428,4280.0%$51.27
33
2025-Q4
Exited
0
-100.0%
$00.0%$52.59
0
2025-Q3
Increased
6,880
+6.6%
$360,4110.0%$51.58
25
2025-Q2
Increased
6,456
+18.8%
$311,3430.0%$47.29
28
2025-Q1
New
5,436
-
$237,7160.0%$42.71
32

Other major holders of UDIV: FRANKLIN TEMPLETON INC, LPL Financial LLC

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