Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 08-06-2024 | 06-30-2024 | 158 | 944,125,168 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 101 | $946,123 | 1,045 | 0.00 | 0.00 | -120 | -10.30 | 06-30-2024 |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 102 | $937,791 | 19,424 | 0.00 | 0.00 | 2,305 | 13.46 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,634 | 36.66 | 06-30-2024 |
| ISHARES TR | GLOBAL TECH ETF | 104 | $871,350 | 10,521 | 0.00 | 0.00 | -33 | -0.31 | 06-30-2024 |
