Integrated Wealth Concepts LLC
Position in UDIV — Franklin U.S. Core Dividend Tilt Index ETF
CIK 1737109
WALTHAM, MA
All Filings in UDIV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UDIV | $428,421 | 8,300 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 UDIV | $360,408 | 6,880 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 UDIV | $311,340 | 6,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 UDIV | $237,716 | 5,436 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||