Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTHWEST CAPITAL MANAGEMENT INC | 04-09-2024 | 03-31-2024 | 557 | 312,463,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 51 | $957,411 | 5,241 | 0.00 | 0.00 | 257 | 5.16 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 52 | $908,243 | 11,954 | 0.00 | 0.00 | 2 | 0.02 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 53 | $875,096 | 10,962 | 0.00 | 0.00 | -1,770 | -13.90 | 03-31-2024 |
| AMGEN INC | COM | 54 | $853,529 | 3,002 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
