Integrated Wealth Concepts LLC

Основные владения компаниями

Компания Доля, %
Invesco High Income 2023 Target Term Fund 1.79
Royce Global Value Trust, Inc. 1.61
Morgan Stanley Emerging Markets Debt Fund, Inc. 1.26
CSP Inc. 1.25
Lazard Global Total Return and Income Fund, Inc. 1.23
Sprott Focus Trust, Inc. 1.13
Western Asset Inflation-Linked Income Fund 1.07
Templeton Emerging Markets Fund 1.06
Invesco High Income 2024 Target Term Fund 0.72
PIMCO California Municipal Income Fund III 0.31
XWELL, Inc. 0.25
Transcontinental Realty Investors, Inc. 0.2
CFSB Bancorp, Inc. 0.15
Modiv Inc. 0.14

Компании по секторам

Сектор Количество
Real Estate 2
Technology 1
Financials 1
Healthcare 1