Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 866 | 3,653,174,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 1151 | $222,098 | 4,799 | 0.00 | 4,799 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P OILGAS EXP | Liquidated | $0 | 0 | 0.00 | 1,501 | +Inf | 12-31-2023 | |
| LENNAR CORP | CL A | 1153 | $220,994 | 1,285 | 0.00 | 1,285 | +Inf | 03-31-2024 | |
| PIMCO ETF TR | MULTISECTOR BD | 1154 | $220,506 | 8,560 | 0.00 | 8,560 | +Inf | 03-31-2024 |
