Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 05-15-2024 | 03-31-2024 | 1644 | 6,901,945,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMDOCS LTD | Common Stock | 901 | $903,656 | 9,999 | 0.00 | 0.00 | 1,106 | 12.44 | 03-31-2024 |
| WISDOMTREE U S | MF Closed and MF Open | 902 | $903,513 | 10,427 | 0.00 | 0.00 | -23,633 | -69.39 | 03-31-2024 |
| ARM HOLDINGS | Common Stock | 903 | $903,308 | 7,227 | 0.00 | 0.00 | 3,387 | 88.20 | 03-31-2024 |
| VANECK GOLD | MF Closed and MF Open | 904 | $903,300 | 28,569 | 0.00 | 0.00 | 6,946 | 32.12 | 03-31-2024 |
