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
BRT APARTMENTS CORP COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
MOSAIC CO NEW COM Liquidated $0 0 0.00 0.00 -75 -13.49 03-31-2024
IAC INC COM NEW Liquidated $0 0 0.00 0.00 127 90.71 03-31-2024
APOLLO GLOBAL MGMT INC COM Liquidated $0 0 0.00 0.00 7 3.32 03-31-2024
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