Integrated Wealth Concepts LLC
Holdings in CHE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,532,047 | 17,604 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $9,895,054 | 22,100 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $8,565,585 | 17,591 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $6,524,853 | 10,604 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $4,592,306 | 8,668 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $4,152,101 | 6,909 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,291,290 | 6,066 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,744,892 | 4,276 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,135,507 | 3,652 | Shares | Sole | 2024-02-13 |