Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in ETX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $266,961 | 14,276 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $544,839 | 28,230 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $594,077 | 32,986 | Shares | Sole | 2025-08-14 |