Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLASSMAN WEALTH SERVICES 05-03-2024 03-31-2024 204 495,036,886
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
COMPASS MINERALS INTL INC COM Liquidated $0 0 0.00 17 +Inf 03-31-2024
CARPARTS COM INC COM Liquidated $0 0 0.00 0.00 -73 -35.10 03-31-2024
AMERICAN EQTY INVT LIFE HLD COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
DESKTOP METAL INC COM CL A Liquidated $0 0 0.00 0.00 299 1196.00 03-31-2024
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