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Institutional Investment Manager
INTEGRATED WEALTH MANAGEMENT
INTEGRATED WEALTH MANAGEMENT (CIK: 0001640250). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 1,305 holdings with a total value of $279,228,000.
#
Name
Shares
Value ($)
%
Options
Notes
1301 GREENHILL & CO INC COM 5 0 0.00%
1302 MICROVISION INC DEL 250 0 0.00%
1303 QUORUM HEALTH CORP 5 0 0.00%
1304 PORTLAND GEN ELEC CO 11 0 0.00%
1305 VIAVI SOLUTIONS INC 26 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001640250-16-000012, filed 2016.10.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.