Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 1 | $41,291,541 | 83,380 | 0.01 | 0.01 | -135 | -0.16 | 12-31-2023 |
APPLE INC | COM | 2 | $23,615,646 | 122,660 | 0.00 | 0.00 | -2,830 | -2.26 | 12-31-2023 |
MICROSOFT CORP | COM | 3 | $17,083,185 | 45,429 | 0.00 | 0.00 | -3,606 | -7.35 | 12-31-2023 |
INVESCO QQQ TR | UNIT SER 1 | 4 | $14,235,188 | 34,761 | 0.00 | 0.00 | -6,092 | -14.91 | 12-31-2023 |