Integrated Wealth Concepts LLC
Holdings in CALM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,363,583 | 42,272 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $3,231,205 | 34,338 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $3,553,702 | 35,669 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $3,441,110 | 37,856 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $3,769,033 | 36,621 | Shares | Other | 2025-02-14 |
| 2024-09-30 | $3,067,392 | 40,986 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $2,579,025 | 42,203 | Shares | Other | 2024-08-14 |