Integrated Wealth Concepts LLC

Q1 2021 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2021
Value ($000)
$2,435,774
Num holdings
732
Date filed
5/13/2021
Form type
13F-HR
Prev filing
2/12/2021
Next filing
8/13/2021
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 Capital Research & Management Company
5 Clark Capital Management Group
6 Congress Asset Management
7 Davis Select Advisors
8 Federated
9 Federated Investors
10 Horizon Investments
11 JP Morgan
12 LPL Research
13 Manning & Napier
14 Natixis AIA
15 Natixis Loomis Sayles
16 Natixis Multi
17 Parametric Portfolio Associates
18 Polen Capital Management
19 Trillium Asset Management
20 Zacks Investment Management