Integrated Wealth Concepts LLC
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1737109
WALTHAM, MA
All Filings in LGLV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LGLV | $862,182 | 4,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 LGLV | $706,669 | 4,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 LGLV | $855,168 | 4,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 LGLV | $837,429 | 4,796 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 LGLV | $826,515 | 4,749 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 LGLV | $783,921 | 4,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 LGLV | $805,365 | 4,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 LGLV | $725,622 | 4,756 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LGLV | $739,920 | 4,751 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 LGLV | $688,652 | 4,749 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 LGLV | $631,062 | 4,726 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 LGLV | $670,850 | 4,771 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 LGLV | $686,736 | 5,020 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 LGLV | $2,007,595 | 14,802 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 LGLV | $2,720,996 | 22,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 LGLV | $1,846,525 | 14,101 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 LGLV | $2,000,600 | 13,924 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 LGLV | $1,843,927 | 12,239 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 LGLV | $1,558,512 | 11,683 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 LGLV | $1,428,961 | 10,736 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 LGLV | $1,068,438 | 8,525 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 LGLV | $731,095 | 6,095 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||