Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 11-14-2023 | 09-30-2023 | 212 | 2,571,976,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $151,000,970 | 892,952 | 0.01 | 0.01 | 12,289 | 1.40 | 09-30-2023 |
| ISHARES TR | CORE US AGGBD ET | 2 | $116,624,120 | 1,240,154 | 0.00 | 0.00 | 54,184 | 4.57 | 09-30-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 3 | $103,324,491 | 3,524,028 | 0.00 | 0.00 | 93,134 | 2.71 | 09-30-2023 |
| SPDR SER TR | S&P DIVID ETF | 4 | $80,633,827 | 701,103 | 0.00 | 0.00 | 18,771 | 2.75 | 09-30-2023 |
