Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIP WEALTH LLC | 05-08-2024 | 03-31-2024 | 298 | 1,367,450,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 | UIE | 301 | $581,403 | 3,661 | 0.00 | 3,661 | +Inf | 03-31-2024 | |
| VANGUARD MID CAP ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -10 | -0.40 | 03-31-2024 |
| ISHARES SELECT DIVIDEND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 190 | 4.00 | 03-31-2024 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,362 | -17.17 | 03-31-2024 |
