Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADISON WEALTH MANAGEMENT | 11-07-2023 | 09-30-2023 | 151 | 475,800,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 151 | $408,021 | 938 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 152 | $405,563 | 2,474 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FEDEX CORP | COM | 153 | $375,127 | 1,416 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 154 | $358,389 | 2,028 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
