Integrated Wealth Concepts LLC
Holdings in ERH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $136,639 | 11,560 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $142,840 | 11,538 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $118,572 | 10,266 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $112,888 | 10,244 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $109,590 | 10,223 | Shares | Sole | 2025-02-14 |