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 |
|---|---|---|---|---|---|---|---|---|---|
| SYMBOTIC INC | Common Stock | 1451 | $330,310 | 6,435 | 0.00 | 6,435 | +Inf | 12-31-2023 | |
| NUVEEN QUALITY MUNCP INCOME | MF Closed and MF Open | 1452 | $330,195 | 28,838 | 0.00 | 0.00 | -11,765 | -28.98 | 12-31-2023 |
| SHOCKWAVE MEDICAL | Common Stock | 1453 | $329,859 | 1,731 | 0.00 | 0.00 | 16 | 0.93 | 12-31-2023 |
| KRANESHARES TR | MF Closed and MF Open | 1454 | $329,292 | 12,196 | 0.00 | 12,196 | +Inf | 12-31-2023 |
