Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BULLTICK WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 104 | 584,180,935 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 51 | $2,094,148 | 12,742 | 0.00 | 12,742 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US QTLY DIV GRT | 52 | $1,969,740 | 25,853 | 0.00 | 25,853 | +Inf | 03-31-2024 | |
| ISHARES TR | 0-5YR HI YL CP | 53 | $1,929,515 | 45,347 | 0.00 | 45,347 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $1,836,831 | 4,368 | 0.00 | 4,368 | +Inf | 03-31-2024 |
