Integrated Wealth Concepts LLC
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1737109
WALTHAM, MA
All Filings in FDRR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $547,455 | 9,310 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FDRR | $559,797 | 9,174 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FDRR | $550,608 | 9,393 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FDRR | $509,101 | 9,388 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FDRR | $468,231 | 9,374 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FDRR | $481,318 | 9,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDRR | $481,988 | 9,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FDRR | $475,262 | 9,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FDRR | $519,591 | 11,162 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FDRR | $431,483 | 9,827 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 FDRR | $390,581 | 9,821 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 FDRR | $409,636 | 9,814 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 FDRR | $398,711 | 9,806 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 FDRR | $381,444 | 9,572 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 FDRR | $339,376 | 9,568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FDRR | $369,341 | 9,561 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 FDRR | $425,299 | 9,553 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 FDRR | $433,056 | 9,545 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 FDRR | $394,765 | 9,540 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||