Integrated Wealth Concepts LLC
Position in AADR — AdvisorShares Dorsey Wright ADR ETF
CIK 1737109
WALTHAM, MA
All Filings in AADR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,327,830 | 40,524 | Shares | Sole | 2026-09-09 | |
| 2026-03-31 | $3,345,932 | 40,989 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,794,105 | 32,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $938,993 | 11,889 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||