Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 05-03-2024 | 03-31-2024 | 204 | 495,036,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 26 | 3.08 | 03-31-2024 |
| CINTAS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -13.66 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 403 | $77,875 | 1,255 | 0.00 | 0.00 | 21 | 1.70 | 03-31-2024 |
| IQVIA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 60 | 21.28 | 03-31-2024 |
