Integrated Wealth Concepts LLC
Holdings in CMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $41,052 | 11,696 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $56,384 | 16,249 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $54,109 | 16,249 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $56,709 | 16,249 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $55,436 | 15,749 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $125,495 | 34,195 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $116,403 | 33,937 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $145,670 | 43,745 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $146,285 | 44,195 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $163,141 | 52,122 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $179,308 | 55,686 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $180,196 | 56,136 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $208,852 | 66,726 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $339,765 | 112,879 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $142,067 | 42,282 | Shares | Sole | 2022-08-08 |