Integrated Wealth Concepts LLC
Holdings in WSBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $595,650 | 57,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $525,250 | 55,000 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $492,250 | 55,000 | Shares | Sole | 2025-08-14 |