Integrated Wealth Concepts LLC
Holdings in INGN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,610 | 11,698 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $100,556 | 12,308 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $86,454 | 12,298 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $85,274 | 11,960 | Shares | Other | 2025-05-15 |