Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SELECTIVE WEALTH MANAGEMENT INC 10-05-2023 09-30-2023 88 182,053,803
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $48,476,021 124,221 0.03 0.03 -639 -0.51 09-30-2023
ISHARES TR 0-3 MNTH TREASRY 2 $11,083,639 110,505 0.01 0.00 55,983 102.68 09-30-2023
WISDOMTREE TR CLOUD COMPUTNG 3 $9,993,362 345,911 0.01 0.01 -7,500 -2.12 09-30-2023
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 4 $8,506,562 160,987 0.00 0.00 90,420 128.13 09-30-2023
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