Integrated Wealth Concepts LLC

Q2 2020 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
6/30/2020
Value ($000)
$1,389,931
Num holdings
512
Date filed
7/30/2020
Form type
13F-HR
Prev filing
5/18/2020
Next filing
11/13/2020
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 ABNER HERRMAN AND BROCK
2 ALLIANCE BERNSTEIN
3 BEACON CAPITAL MANAGEMENT
4 CLARK CAPITAL MANAGEMENT GROUP
5 CONGRESS ASSET MANAGEMENT
6 DAVIS SELECT ADVISORS
7 FEDERATED
8 FEDERATED INVESTORS
9 JP MORGAN
10 LPL RESEARCH
11 MANNING & NAPIER
12 NATIXIS AIA
13 PARAMETRIC PORTFOLIO ASSOCIATES
14 POLEN CAPITAL MANAGEMENT
15 TRILLIUM ASSET MANAGEMENT
16 ZACKS INVESTMENT MANAGEMENT