Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GDS WEALTH MANAGEMENT | 07-23-2024 | 06-30-2024 | 141 | 911,593,667 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC | SPONSORED ADR | 101 | $480,184 | 6,157 | 0.00 | 0.00 | -109 | -1.74 | 06-30-2024 |
| PACCAR INC | COM | 102 | $470,024 | 4,566 | 0.00 | 0.00 | -93 | -2.00 | 06-30-2024 |
| ABBVIE INC | COM | 103 | $467,392 | 2,725 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EMERSON ELEC CO | COM | 104 | $460,469 | 4,180 | 0.00 | 0.00 | -89 | -2.08 | 06-30-2024 |
