Integrated Wealth Concepts LLC
Position in FTRB — Federated Hermes Total Return Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in FTRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FTRB | $5,325,660 | 211,798 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 FTRB | $4,300,964 | 169,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FTRB | $3,753,127 | 149,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FTRB | $3,938,536 | 157,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FTRB | $3,761,404 | 152,407 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FTRB | $7,893,355 | 305,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FTRB | $7,666,436 | 309,380 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FTRB | $4,994,516 | 200,422 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||