Integrated Wealth Concepts LLC
Holdings in JHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,012,810 | 74,090 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,113,030 | 79,559 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,104,717 | 79,763 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $398,795 | 29,388 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $394,777 | 28,858 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $402,467 | 28,625 | Shares | Sole | 2024-11-14 |