Integrated Wealth Concepts LLC
Holdings in ISBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $305,550 | 6,111 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $214,989 | 6,099 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $305,550 | 6,111 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $214,989 | 6,099 | Shares | Sole | 2025-11-14 |