Integrated Wealth Concepts LLC
Position in PHEQ — Parametric Hedged Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in PHEQ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PHEQ | $1,312,857 | 41,082 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 PHEQ | $1,914,594 | 58,784 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 PHEQ | $1,855,845 | 57,968 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PHEQ | $321,564 | 10,485 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||