Integrated Wealth Concepts LLC

Q4 2020 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2020
Value ($000)
$2,113,968
Num holdings
622
Date filed
2/12/2021
Form type
13F-HR
Prev filing
11/13/2020
Next filing
5/13/2021
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 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