Integrated Wealth Concepts LLC
Position in CLSE — Convergence Long/Short Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in CLSE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSE | $1,559,321 | 55,413 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 CLSE | $1,322,154 | 50,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CLSE | $1,516,572 | 64,894 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CLSE | $1,788,357 | 82,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CLSE | $1,936,788 | 84,539 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||