Integrated Wealth Concepts LLC
Holdings in ASG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $823,434 | 155,365 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $887,184 | 159,853 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $125,563 | 22,955 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $111,961 | 22,896 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $128,983 | 22,829 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $128,070 | 22,829 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $121,906 | 22,829 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $56,662 | 10,321 | Shares | Sole | 2024-05-15 |