Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DENVER WEALTH MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 80 | 195,914,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $496,854 | 4,274 | 0.00 | 0.00 | -478 | -10.06 | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 102 | $494,072 | 8,582 | 0.00 | 8,582 | +Inf | 03-31-2024 | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 103 | $476,835 | 857 | 0.00 | 0.00 | -1 | -0.12 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 104 | $444,050 | 2,432 | 0.00 | 0.00 | -199 | -7.56 | 03-31-2024 |
