Integrated Wealth Concepts LLC
Position in ADME — Aptus Drawdown Managed Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in ADME
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ADME | $1,736,228 | 35,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 ADME | $1,572,856 | 30,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 ADME | $1,587,784 | 31,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ADME | $1,277,685 | 26,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 ADME | $1,222,025 | 27,520 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ADME | $1,954,980 | 41,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 ADME | $1,871,331 | 40,505 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ADME | $1,568,122 | 35,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 ADME | $7,106,975 | 169,254 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ADME | $6,216,356 | 161,699 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 ADME | $5,273,693 | 150,462 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 ADME | $5,425,474 | 148,986 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||