Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFM WEALTH PARTNERS LLC | 04-15-2024 | 03-31-2024 | 153 | 498,353,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXACT SCIENCES CORP | COM | 302 | $279,624 | 4,049 | 0.00 | 0.00 | -7,394 | -64.62 | 03-31-2024 |
| ULTA BEAUTY INC | COM | 303 | $278,695 | 533 | 0.00 | 0.00 | -1 | -0.19 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 304 | $276,248 | 797 | 0.00 | 797 | +Inf | 03-31-2024 |
