Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
INSTITUTE FOR WEALTH MANAGEMENT LLC 01-31-2024 12-31-2023 485 616,385,583
Institutional Holdings
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
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