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 |
|---|---|---|---|---|---|---|---|---|---|
| Ashland Inc | Common Stock | 1651 | $253,857 | 3,011 | 0.00 | 0.00 | 466 | 18.31 | 12-31-2023 |
| BLACKROCK U S | MF Closed and MF Open | 1652 | $252,788 | 6,383 | 0.00 | 6,383 | +Inf | 12-31-2023 | |
| LIBERTY BROADBAND | Common Stock | 1653 | $251,924 | 3,126 | 0.00 | 0.00 | -589 | -15.85 | 12-31-2023 |
| VANGUARD CONSUMER | MF Closed and MF Open | 1654 | $251,770 | 1,318 | 0.00 | 0.00 | -639 | -32.65 | 12-31-2023 |
