Integrated Wealth Concepts LLC
Holdings in PML
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $457,776 | 60,713 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $482,557 | 61,006 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $457,776 | 60,713 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $482,557 | 61,006 | Shares | Sole | 2025-11-14 |