Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLIENTFIRST WEALTH MANAGEMENT LLC | 07-20-2023 | 06-30-2023 | 32 | 84,063,900 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DILLARDS INC | CL A | 1 | $49,779,366 | 157,112 | 0.06 | 0.06 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 2 | $7,960,992 | 28,339 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $3,531,790 | 7,861 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $2,875,769 | 6,967 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
