Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLEARWATER CAPITAL ADVISORS LLC | 08-06-2024 | 06-30-2024 | 158 | 944,125,168 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US LARGECAP DIVD | 51 | $5,429,333 | 74,630 | 0.00 | 0.00 | -1,016 | -1.34 | 06-30-2024 |
GOLDMAN SACHS ETF TR | ACCESS INVT GR | 52 | $5,241,224 | 115,828 | 0.00 | 0.00 | 4,449 | 3.99 | 06-30-2024 |
WISDOMTREE TR | CLOUD COMPUTNG | 53 | $5,009,290 | 158,572 | 0.00 | 0.00 | 8,278 | 5.51 | 06-30-2024 |
GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 54 | $4,890,307 | 149,688 | 0.00 | 0.00 | -11,344 | -7.04 | 06-30-2024 |