Integrated Wealth Concepts’s Chaince Digital Holdings CD Stock Holding History

Integrated Wealth Concepts’s Portfolio CD Stock Details CD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$721	Buy	+165	New	+$970	﹤0.01%	5596

Other funds holding CD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Concepts's CD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Chaince Digital Holdings (CD) in Q2 2026: 165 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #5596 among its holdings.

57 funds tracked by Wall St. Rank hold CD as of Q2 2026.

Integrated Wealth Concepts held 165 shares of Chaince Digital Holdings worth $721 as of Q2 2026.
Chaince Digital Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Chaince Digital Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5596 holding.
57 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.