Integrated Wealth Concepts LLC
Holdings in DERM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $339,394 | 44,020 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $315,772 | 44,350 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $397,413 | 55,350 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $335,415 | 56,850 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $230,103 | 58,850 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $346,627 | 61,350 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $346,014 | 61,350 | Shares | Sole | 2024-08-14 |