Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTUS WEALTH GROUP LLC | 05-02-2024 | 03-31-2024 | 139 | 199,466,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $14,837,697 | 44,022 | 0.01 | 0.01 | -3,286 | -6.95 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $9,590,367 | 18,242 | 0.00 | 0.00 | 1,846 | 11.26 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 3 | $8,971,043 | 43,074 | 0.00 | 0.00 | -2,764 | -6.03 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 4 | $8,755,626 | 66,715 | 0.00 | 0.01 | -8,562 | -11.37 | 03-31-2024 |
