Filings
Trends
Rankings
Learn
Home
/
Integrated Wealth Concepts LLC
/
Q4 2024 Filing
Integrated Wealth Concepts LLC
Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$8.6B
Holdings
1,713
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,713 positions)
#
Stock
Shares
Value
% Portfolio
Type
1701
RGT
ROYCE GLOBAL TRUST INC
96,099
$1K
0.00%
1702
ARES
ARES MANAGEMENT
5,821
$1K
0.00%
1703
FDD
FIRST TR STOXX EUROPEAN SELE
91,553
$1K
0.00%
1704
ARKK
ARK INNOVATION
18,142
$1K
0.00%
1705
IRM
IRON MOUNTAIN
9,781
$1K
0.00%
1706
XSMO
INVESCO S&P
15,556
$1K
0.00%
1707
CASY
CASEYS GENL
2,592
$1K
0.00%
1708
IBMS
ISHARES IBONDS
48,000
$1K
0.00%
1709
IBHG
ISHARES IBONDS
45,663
$1K
0.00%
1710
JHG
JANUS HENDERSON
23,836
$1K
0.00%
1711
SNA
SNAP ON
2,984
$1K
0.00%
1712
HEDJ
WISDOMTREE TRUST
23,102
$1K
0.00%
1713
VIGI
VANGUARD INTERNATIONAL
12,609
$1K
0.00%
Previous
Page 18 of 18