Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MN WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 94 | 161,586,076 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN BETABUILDERS U.S. EQUITY ETF | ETF | 1 | $25,424,074 | 269,237 | 0.02 | 269,237 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO COM | Stock | 2 | $9,339,486 | 46,627 | 0.01 | 46,627 | +Inf | 03-31-2024 | |
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF BETABUILDERS INTERNATIONAL E | ETF | 3 | $9,261,067 | 154,004 | 0.01 | 154,004 | +Inf | 03-31-2024 | |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 4 | $9,211,896 | 100,347 | 0.01 | 100,347 | +Inf | 03-31-2024 |