Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | 01-23-2024 | 12-31-2023 | 111672 | 379,156,120 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
UWM HOLDINGS CORPORATION COM CL A | Stock | 1 | $25,674,873 | 3,590,891 | 0.01 | 0.01 | -1,677 | -0.05 | 12-31-2023 |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 2 | $25,317,229 | 83,508 | 0.01 | 0.01 | -1,660 | -1.95 | 12-31-2023 |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 3 | $18,705,721 | 179,071 | 0.00 | 0.01 | 2,077 | 1.17 | 12-31-2023 |
SKYLINE CHAMPION CORPORATION COM | Stock | 4 | $14,492,730 | 195,162 | 0.00 | 0.00 | -7,187 | -3.55 | 12-31-2023 |