Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GDS WEALTH MANAGEMENT | 04-18-2024 | 03-31-2024 | 137 | 853,867,212 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 101 | $503,627 | 4,431 | 0.00 | 0.00 | -140 | -3.06 | 03-31-2024 |
| ABBVIE INC | COM | 102 | $496,223 | 2,725 | 0.00 | 0.00 | 390 | 16.70 | 03-31-2024 |
| EMERSON ELEC CO | COM | 103 | $484,190 | 4,269 | 0.00 | 0.00 | -115 | -2.62 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 104 | $441,807 | 4,511 | 0.00 | 0.00 | 778 | 20.84 | 03-31-2024 |
