Integrated Wealth Concepts LLC
Holdings in XWEL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,761 | 10,350 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $10,246 | 10,350 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $9,522 | 10,350 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $10,557 | 10,350 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $15,628 | 10,350 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $17,905 | 10,350 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $18,630 | 10,350 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $17,491 | 10,350 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $18,009 | 10,350 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $23,287 | 10,350 | Shares | Sole | 2023-11-15 |