Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in CCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $242,309 | 11,616 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $261,295 | 12,419 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $211,974 | 10,512 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $218,605 | 10,268 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $249,563 | 10,268 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $267,589 | 10,535 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $252,809 | 11,266 | Shares | Sole | 2024-08-14 |