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 |
|---|---|---|---|---|---|---|---|---|---|
| AECOM | Common Stock | 1801 | $215,838 | 2,335 | 0.00 | 2,335 | +Inf | 12-31-2023 | |
| ZILLOW GROUP | Common Stock | 1802 | $215,704 | 3,728 | 0.00 | 3,728 | +Inf | 12-31-2023 | |
| ENTERPRISE BANCORP INC MASS | Common Stock | 1803 | $215,551 | 6,682 | 0.00 | 6,682 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | MF Closed and MF Open | 1804 | $214,925 | 6,434 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
