Integrated Wealth Concepts LLC
Position in EDOW — First Trust Dow 30 Equal Weight ETF
CIK 1737109
WALTHAM, MA
All Filings in EDOW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EDOW | $222,613 | 5,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EDOW | $220,831 | 5,347 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 EDOW | $204,173 | 5,112 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 EDOW | $2,080,120 | 57,351 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 EDOW | $1,879,000 | 52,238 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 EDOW | $1,821,604 | 54,425 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 EDOW | $1,891,762 | 54,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 EDOW | $2,160,076 | 66,260 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 EDOW | $2,007,627 | 69,157 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||