Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LWM ADVISORY SERVICES LLC | 05-06-2024 | 03-31-2024 | 89 | 124,698,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 1 | $12,272,002 | 222,198 | 0.01 | 0.02 | -227,173 | -50.55 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $11,184,606 | 21,383 | 0.01 | 0.01 | -135 | -0.63 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 3 | $8,286,011 | 142,592 | 0.01 | 0.00 | 83,870 | 142.83 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 4 | $8,281,869 | 322,902 | 0.01 | 0.00 | 301,999 | 1444.76 | 03-31-2024 |
