Integrated Wealth Concepts LLC
Position in DUSA — Davis Select U.S. Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in DUSA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DUSA | $1,264,237 | 24,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DUSA | $550,363 | 10,764 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DUSA | $487,238 | 10,172 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DUSA | $718,311 | 15,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DUSA | $590,617 | 13,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DUSA | $558,168 | 13,255 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 DUSA | $230,030 | 6,728 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 DUSA | $233,772 | 6,900 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||