INTEGRATED WEALTH COUNSEL, LLC current holdings: Foreign Stocks
INTEGRATED WEALTH COUNSEL, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 9 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are NVS, MCD, COP.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 1,998; Value $158,000.
- MCD: Country of operation United States; Class COM; Shares 695; Value $80,000.
- COP: Country of operation United States; Class COM; Shares 1,702; Value $74,000.
- DEO: Country of operation —; Class SPON ADR NEW; Shares 133; Value $15,000.
Form 13F-HR as filed (SEC CIK 1110443): quarter ended 2016-09-30, filed 2016-11-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||