Integrated Wealth Concepts LLC
Position in UITB — VictoryShares Core Intermediate Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in UITB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UITB | $6,951,040 | 147,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 UITB | $5,410,261 | 114,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 UITB | $3,743,910 | 78,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 UITB | $2,068,114 | 43,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 UITB | $1,592,533 | 33,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 UITB | $1,356,877 | 29,523 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 UITB | $894,853 | 18,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 UITB | $737,862 | 16,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 UITB | $612,587 | 13,208 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||