Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $71,617,458 | 149,943 | 0.00 | 0.00 | 4,663 | 3.21 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $56,872,799 | 119,654 | 0.00 | 0.00 | 405 | 0.34 | 12-31-2023 |
| APPLE INC | COM | 3 | $49,377,217 | 256,465 | 0.00 | 0.00 | -7,198 | -2.73 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $37,438,254 | 135,083 | 0.00 | 0.00 | -928 | -0.68 | 12-31-2023 |
