Integrated Wealth Concepts »

Clearbridge Mlp And Mids shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Clearbridge Mlp And Mids (CEM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Clearbridge Mlp And Mids

Tip: Access up to 7 years of quarterly data

All positions including Clearbridge Mlp And Mids held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Clearbridge Mlp And Mids by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $445k 9.7k 45.78
2023-09-30 $343k 9.7k 35.23
2023-06-30 $337k 9.7k 34.67
2023-03-31 $327k 10k 32.35

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Clearbridge Mlp And Mids

Saba Capital Management
Morgan Stanley
Penserra Capital Management
Bank of America Corporation
Sit Investment Associates
Advisors Asset Management
Aristides Capital
Wells Fargo & Company
Raymond James Financial Services Advisors
Brooklyn Capital Management
UBS Group
CSS
Thomas J. Herzfeld Advisors
Alpine Partners VI
Almitas Capital

View all funds holding Clearbridge Mlp And Mids