IWC
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Integrated Wealth Concepts’s Cadrenal Therapeutics CVKD Stock Holding History

Integrated Wealth Concepts’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287 Buy
+86
New +$408 ﹤0.01% 5714

Other funds holding CVKD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Cadrenal Therapeutics (CVKD) in Q2 2026: 86 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #5714 among its holdings.

20 funds tracked by Wall St. Rank hold CVKD as of Q2 2026.

  • Integrated Wealth Concepts held 86 shares of Cadrenal Therapeutics worth $287 as of Q2 2026.
  • Cadrenal Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
  • Cadrenal Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5714 holding.
  • 20 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q2 2026.

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