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 |
|---|---|---|---|---|---|---|---|---|---|
| ENTEGRIS INC | Common Stock | 1251 | $428,597 | 3,577 | 0.00 | 0.00 | 13 | 0.36 | 12-31-2023 |
| VEEVA SYSTEMS | Common Stock | 1252 | $428,550 | 2,226 | 0.00 | 0.00 | 39 | 1.78 | 12-31-2023 |
| WILLIS TOWERS | Common Stock | 1253 | $428,487 | 1,776 | 0.00 | 0.00 | -63 | -3.43 | 12-31-2023 |
| ISHARES IBONDS | MF Closed and MF Open | 1254 | $427,881 | 18,515 | 0.00 | 18,515 | +Inf | 12-31-2023 |
