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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK MONTREAL QUE | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 96 | 22.22 | 03-31-2024 |
| NISOURCE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | Liquidated | $0 | 0 | 0.00 | 0.00 | 183 | 32.80 | 03-31-2024 |
| RESMED INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.47 | 03-31-2024 |
