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Integrated Wealth Concepts LLC

Position in CEF — CEF ETF

CIK 1737109 WALTHAM, MA

All Filings in CEF

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,818,631 94,920
2026-03-31 $4,534,640 95,026
2025-12-31 $461,664 10,080
2025-09-30 $3,305,695 90,098
2025-06-30 $2,723,056 90,467
2025-03-31 $2,659,431 93,609
2024-12-31 $2,152,584 90,597
2024-09-30 $2,524,306 103,075
2024-06-30 $2,145,332 97,294
2024-03-31 $1,286,952 63,272