Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERFROMANCE WEALTH PARTNERS LLC | 04-30-2024 | 03-31-2024 | 167 | 2,382,742,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 101 | $629,853 | 5,699 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LULULEMON ATHLETICA INC | COM | 102 | $609,023 | 1,559 | 0.00 | 0.00 | -85 | -5.17 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 103 | $604,234 | 4,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 104 | $595,823 | 1,719 | 0.00 | 0.00 | 63 | 3.80 | 03-31-2024 |
