Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLWETHER ADVISORS LLC | 05-06-2024 | 03-31-2024 | 118 | 455,184,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 301 | $364,037 | 4,558 | 0.00 | 0.00 | -87 | -1.87 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | 302 | $360,143 | 9,871 | 0.00 | 0.00 | -29 | -0.29 | 03-31-2024 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 303 | $350,449 | 8,396 | 0.00 | 0.00 | 2,396 | 39.93 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 304 | $348,518 | 15,306 | 0.00 | 0.00 | -1,621 | -9.58 | 03-31-2024 |
