Integrated Wealth Concepts LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1737109
WALTHAM, MA
All Filings in VTEC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,620 | 7,034 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $538,598 | 5,436 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $457,046 | 4,581 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||