Integrated Wealth Concepts LLC
Position in XISE — FT Vest U.S. Equity Buffer & Premium Income ETF - September
CIK 1737109
WALTHAM, MA
All Filings in XISE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XISE | $202,110 | 6,744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XISE | $204,136 | 6,715 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XISE | $202,410 | 6,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XISE | $240,521 | 7,902 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XISE | $236,651 | 7,875 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XISE | $237,706 | 7,849 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XISE | $236,839 | 7,832 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XISE | $238,140 | 7,790 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 XISE | $238,046 | 7,759 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||