Integrated Wealth Concepts LLC
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $177,947 | 16,431 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $181,529 | 16,428 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $179,339 | 16,423 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $176,000 | 16,418 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $171,679 | 16,413 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $185,059 | 16,406 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $171,370 | 16,001 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $118,391 | 11,075 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $114,252 | 11,071 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $133,371 | 13,778 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $139,795 | 13,773 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $141,693 | 13,770 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $139,077 | 13,770 | Shares | Sole | 2023-02-13 |