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 |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | Common Stock | 1201 | $459,293 | 2,639 | 0.00 | 0.00 | 539 | 25.67 | 12-31-2023 |
| CELANESE CORP | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -141 | -3.72 | 12-31-2023 |
| PACER TRENDPILOT | MF Closed and MF Open | 1203 | $458,148 | 10,588 | 0.00 | 0.00 | 660 | 6.65 | 12-31-2023 |
| NIO INC | Common Stock | 1204 | $456,466 | 50,327 | 0.00 | 0.00 | -578 | -1.14 | 12-31-2023 |
