Integrated Wealth Concepts LLC
Holdings in FT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $997,016 | 124,627 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,003,850 | 124,857 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $964,859 | 126,622 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $953,463 | 126,622 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $926,337 | 126,722 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $958,018 | 126,722 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $771,082 | 113,228 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $751,833 | 113,228 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $758,379 | 114,042 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $741,711 | 116,805 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $789,953 | 117,378 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $857,974 | 120,333 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $734,189 | 109,092 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $659,978 | 104,262 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $661,619 | 88,808 | Shares | Sole | 2022-08-08 |