Integrated Wealth Concepts LLC

Q1 2020 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2020
Value ($000)
$1,082,570
Num holdings
413
Date filed
5/18/2020
Form type
13F-HR
Prev filing
2/20/2020
Next filing
7/30/2020
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Alliance Bernstein
2 Abner Herrman and Brock
3 Beacon Capital Management
4 Clark Capital Management
5 Congress Asset Management
6 Davis Select Advisors
7 Federated
8 Federated Investors
9 LPL Research
10 Manning & Napier
11 Natixis AIA
12 Parametric Portfolio Associates
13 Polen Capital Management
14 Trillium Asset Management