AEG β€” AEGON LTD

Ownership history in Integrated Wealth Concepts LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in AEGON LTD (AEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    AEG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 27,589 -1,912 -6.5% 0.00% $220K $7.99
2025 Q2 INITIATED 29,501 β€” β€” 0.00% $214K $7.24

🏒 Other funds also holding AEG

As of 2025 Q4 β€” sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 1.53% DODGE & COX 3Y 7Y 0.29% Dorsey Wright & Associates 3Y 7Y 0.28% Lester Murray Antman dba SimplyRich 3Y 7Y 0.22% OLIO Financial Planning 3Y 0.15% Scientech Research LLC 0.14% AdvisorShares Investments LLC 3Y 0.14% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 0.14% Tower Research Capital LLC (TRC) 3Y 7Y 0.13% Hennion & Walsh Asset Management, Inc. 3Y 0.11%
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