Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 02-13-2024 | 12-31-2023 | 1590 | 6,104,120,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO FTSE | MF Closed and MF Open | 1151 | $507,302 | 14,412 | 0.00 | 0.00 | 2,655 | 22.58 | 12-31-2023 |
| HP INC | Common Stock | 1152 | $506,201 | 16,823 | 0.00 | 0.00 | 1,342 | 8.67 | 12-31-2023 |
| HUMANA INC | Common Stock | 1153 | $504,275 | 1,101 | 0.00 | 0.00 | -10 | -0.90 | 12-31-2023 |
| TEXTRON INC | Common Stock | 1154 | $503,915 | 6,266 | 0.00 | 0.00 | -249 | -3.82 | 12-31-2023 |
