Integrated Wealth Concepts LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1737109
WALTHAM, MA
All Filings in CWI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,855 | 12,979 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $237,469 | 6,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,120 | 6,490 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $226,630 | 6,490 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $211,963 | 6,490 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $229,905 | 8,121 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $238,418 | 8,395 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $239,114 | 8,843 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $238,919 | 9,599 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $250,821 | 9,599 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||