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 |
|---|---|---|---|---|---|---|---|---|---|
| NEUROCRINE BIOSCIENCES | Common Stock | 1601 | $271,426 | 2,060 | 0.00 | 0.00 | 10 | 0.49 | 12-31-2023 |
| SOUTHWEST AIRLINES | Common Stock | 1602 | $270,787 | 9,376 | 0.00 | 0.00 | -589 | -5.91 | 12-31-2023 |
| MOHAWK INDS | Common Stock | 1603 | $270,756 | 2,616 | 0.00 | 2,616 | +Inf | 12-31-2023 | |
| WISDOMTREE U S | MF Closed and MF Open | 1604 | $268,834 | 8,357 | 0.00 | 0.00 | -583 | -6.52 | 12-31-2023 |
