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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT HALF | Common Stock | 851 | $908,363 | 10,332 | 0.00 | 0.00 | 178 | 1.75 | 12-31-2023 |
| DOLBY LABORATORIES INC | Common Stock | 852 | $907,648 | 10,532 | 0.00 | 0.00 | -667 | -5.96 | 12-31-2023 |
| GARTNER INC | Common Stock | 853 | $906,729 | 2,010 | 0.00 | 0.00 | -185 | -8.43 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | MF Closed and MF Open | 854 | $904,864 | 28,462 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
