Integrated Wealth Concepts LLC
Position in EVTR — Eaton Vance Total Return Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in EVTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EVTR | $542,923 | 10,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EVTR | $528,029 | 10,253 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 EVTR | $524,018 | 10,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 EVTR | $518,060 | 10,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 EVTR | $1,098,924 | 21,705 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 EVTR | $1,079,169 | 21,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 EVTR | $1,114,580 | 21,517 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||