Integrated Wealth Concepts LLC
Holdings in AESI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $603,058 | 64,019 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $127,082 | 11,177 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $148,527 | 11,109 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $198,684 | 11,137 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $257,487 | 11,609 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $253,076 | 11,609 | Shares | Sole | 2024-11-14 |