Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $222,702 | 11,533 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $389,381 | 19,078 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $393,366 | 19,867 | Shares | Sole | 2025-08-14 |