Integrated Wealth Concepts LLC
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $177,055 | 15,120 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $175,042 | 15,129 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $175,947 | 15,502 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $179,838 | 16,575 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $190,855 | 17,721 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $229,895 | 20,417 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $236,836 | 22,322 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $234,011 | 22,372 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $224,598 | 22,641 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $247,942 | 26,293 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $267,791 | 26,593 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $268,129 | 27,002 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $258,445 | 27,034 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $240,416 | 27,289 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $239,413 | 24,505 | Shares | Sole | 2022-08-08 |