Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAVITER WEALTH LLC | 04-18-2024 | 03-31-2024 | 232 | 611,269,999 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 1 | $43,446,930 | 1,514,886 | 0.01 | 0.00 | 1,252,680 | 477.75 | 03-31-2024 |
| ALPS ETF TR | ALERIAN MLP | 2 | $28,471,606 | 599,907 | 0.00 | 0.00 | 43,621 | 7.84 | 03-31-2024 |
| TIDEWATER INC NEW | COM | 3 | $22,893,464 | 248,842 | 0.00 | 0.00 | -46,972 | -15.88 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $17,336,203 | 41,206 | 0.00 | 0.00 | 8,442 | 25.77 | 03-31-2024 |
