Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DENVER PWM LLC | 08-05-2024 | 06-30-2024 | 250663 | 250,663,883 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DBX ETF TR | XTKR MSCI EMRG | 251 | $18,277 | 708 | 0.00 | 708 | +Inf | 06-30-2024 | |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 252 | $18,063 | 547 | 0.00 | 547 | +Inf | 06-30-2024 | |
| TILRAY BRANDS INC | COM | 253 | $17,762 | 10,700 | 0.00 | 0.00 | 9,650 | 919.05 | 06-30-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 254 | $16,991 | 181 | 0.00 | 181 | +Inf | 06-30-2024 |
