Integrated Wealth Concepts LLC
Position in STOT — State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF
CIK 1737109
WALTHAM, MA
All Filings in STOT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STOT | $1,347,965 | 28,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 STOT | $1,328,426 | 28,097 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 STOT | $1,464,149 | 30,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 STOT | $1,336,690 | 28,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 STOT | $1,157,436 | 24,496 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 STOT | $1,151,209 | 24,567 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 STOT | $1,096,557 | 23,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 STOT | $1,022,688 | 21,829 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 STOT | $947,009 | 20,153 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 STOT | $717,354 | 15,315 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||