Integrated Wealth Concepts LLC
Position in TDV — ProShares S&P Technology Dividend Aristocrats ETF
CIK 1737109
WALTHAM, MA
All Filings in TDV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TDV | $585,169 | 6,908 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 TDV | $502,069 | 5,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 TDV | $481,650 | 5,789 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TDV | $415,172 | 5,699 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TDV | $480,415 | 6,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 TDV | $551,589 | 7,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TDV | $538,068 | 7,213 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 TDV | $512,352 | 7,117 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 TDV | $258,280 | 3,712 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 TDV | $210,219 | 3,383 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||