Integrated Wealth Concepts LLC
Holdings in CET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,563,997 | 30,842 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,665,312 | 32,418 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,769,336 | 36,969 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,677,682 | 37,315 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,725,802 | 37,772 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,837,267 | 40,080 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,933,842 | 43,931 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,920,333 | 45,974 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,837,132 | 48,640 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,992,112 | 56,195 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $2,051,679 | 56,195 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $2,030,317 | 58,376 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $1,960,627 | 58,719 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,995,046 | 59,130 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,922,184 | 54,592 | Shares | Sole | 2022-08-08 |