Integrated Wealth Concepts LLC
Position in USMC — Principal U.S. Mega-Cap ETF
CIK 1737109
WALTHAM, MA
All Filings in USMC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 USMC | $16,541,079 | 241,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 USMC | $10,607,446 | 155,596 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 USMC | $3,516,560 | 56,211 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||