Dark
Light
System
Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2017Q1)
Original 13F HR (0001085146-17-001171) filed in 2017.05.10
#
Name
Shares
Value ($)
%
Options
Notes
301 ISHARES TR 157 35 0.01%
302 ISHARES TR 5,326 1,196 0.27%
303 ISHARES TR 38,961 1,996 0.45%
304 ISHARES TR 254 35 0.01%
305 ISHARES TR 5,302 731 0.17%
306 ISHARES TR 32,478 4,472 1.01%
307 ISHARES TR 8,936 1,228 0.28%
308 ISHARES TR 8,619 462 0.10%
309 ISHARES TR 6,986 572 0.13%
310 ISHARES TR 328 54 0.01%
311 ISHARES TR 16,590 1,147 0.26%
312 ISHARES TR 6,746 1,118 0.25%
313 ISHARES TR 7,233 251 0.06%
314 ISHARES TR 10,661 815 0.18%
315 ISHARES TR 357 33 0.01%
316 ISHARES TR 2,001 210 0.05%
317 ISHARES TR 3,195 294 0.07%
318 ISHARES TR 1,477 243 0.05%
319 ISHARES TR 3,699 198 0.04%
320 ISHARES TR 2,963 228 0.05%
321 ISHARES TR 22,737 848 0.19%
322 ISHARES TR 1,471 177 0.04%
323 ISHARES TR 539 65 0.01%
324 ISHARES TR 7,595 407 0.09%
325 ISHARES TR 2,965 298 0.07%
326 ISHARES TR 646 66 0.01%
327 ISHARES TR 210 11 0.00%
328 ISHARES TR 2,130 301 0.07%
329 ISHARES TR 9,990 1,500 0.34%
330 ISHARES TR 27,909 3,075 0.70%
331 ISHARES TR 1,151 121 0.03%
332 ISHARES TR 2,669 281 0.06%
333 ISHARES TR 2,596 230 0.05%
334 ISHARES TR 29,506 2,617 0.59%
335 ISHARES TR 1,194 121 0.03%
336 ISHARES TR 1,167 143 0.03%
337 ISHARES TR 1,270 128 0.03%
338 ISHARES TR 11,646 1,420 0.32%
339 ISHARES TR 9,000 13 0.00% Call
340 ISHARES TR 3,052 414 0.09%
341 ISHARES TR 408 55 0.01%
342 ISHARES TR 1,170 159 0.04%
343 ISHARES TR 113 20 0.00%
344 ISHARES TR 2,446 438 0.10%
345 ISHARES TR 13 2 0.00%
346 ISHARES TRUST US HLTHCR PR ETF 3,411 435 0.10%
347 JETBLUE AIRWAYS CORP 28,460 636 0.14%
348 JETBLUE AIRWAYS CORP 500 0 0.00% Put
349 JOHNSON & JOHNSON 27,032 3,122 0.71%
350 JOHNSON & JOHNSON 437 50 0.01%
Page 7 of 15