Integrated Wealth Concepts LLC
Position in KXI — iShares Global Consumer Staples ETF
CIK 1737109
WALTHAM, MA
All Filings in KXI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 KXI | $237,241 | 3,935 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 KXI | $239,395 | 3,641 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 KXI | $244,467 | 4,067 | Shares | Other | 2024-08-14 | |
| 2024-03-31 KXI | $248,209 | 4,067 | Shares | Other | 2024-05-15 | |
| 2023-12-31 KXI | $312,458 | 5,270 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||