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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLETE INC | Common Stock | 601 | $1,634,430 | 26,724 | 0.00 | 26,724 | +Inf | 12-31-2023 | |
| BCE INC | Common Stock | 602 | $1,632,963 | 41,467 | 0.00 | 0.00 | 1,036 | 2.56 | 12-31-2023 |
| SPDR S&P | MF Closed and MF Open | 603 | $1,629,533 | 28,765 | 0.00 | 0.00 | -3,370 | -10.49 | 12-31-2023 |
| ALIBABA GROUP | Common Stock | 604 | $1,623,138 | 20,941 | 0.00 | 0.00 | 12,560 | 149.86 | 12-31-2023 |
