Integrated Wealth Concepts LLC

Q1 2022 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2022
Value ($000)
$3,271,839
Num holdings
938
Date filed
5/12/2022
Form type
13F-HR
Prev filing
2/15/2022
Next filing
8/8/2022
SEC
View on sec.gov
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 Group
5 Clark Capital Management Group
6 Congress Asset Management
7 Davis Select Advisors
8 Federated
9 Horizon Investments
10 JP Morgan
11 Loomis Sayles
12 LPL Research
13 Manning & Napier
14 Natixis AIA
15 Natixis Loomis Sayles
16 Natixis Multi
17 Neuberger Berman
18 Oak Ridge Investments
19 Parametric Portfolio Associates
20 Polen Capital Management
21 Richard Bernstein ADV
22 Santa Barbara Asset Management
23 Trillium Asset Management
24 Zacks Investment Management