Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REUTER JAMES WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 136 | 147,155,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 151 | $281,542 | 1,088 | 0.00 | 0.00 | -15 | -1.36 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 152 | $279,562 | 3,059 | 0.00 | 0.00 | -3,195 | -51.09 | 12-31-2023 |
| NIKE INC | CL B | 153 | $276,528 | 2,547 | 0.00 | 0.00 | -36 | -1.39 | 12-31-2023 |
| FREEPORT-MCMORAN INC | CL B | 154 | $265,867 | 6,245 | 0.00 | 0.00 | -490 | -7.28 | 12-31-2023 |
