Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADISON WEALTH PARTNERS INC | 04-29-2024 | 03-31-2024 | 124 | 276,450,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $45,562,637 | 784,751 | 0.02 | 0.02 | 14,862 | 1.93 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 2 | $40,125,091 | 342,335 | 0.01 | 0.01 | 1,618 | 0.47 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 3 | $19,557,112 | 216,244 | 0.01 | 0.01 | 1,635 | 0.76 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $15,851,368 | 30,151 | 0.01 | 0.01 | 392 | 1.32 | 03-31-2024 |
