Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT GROUP | 04-22-2024 | 03-31-2024 | 101 | 219,813,902 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 1 | $8,749,714 | 121,271 | 0.00 | 0.00 | 1,148 | 0.96 | 03-31-2024 |
| ISHARES TR | IBONDS DEC25 ETF | 2 | $8,498,197 | 343,778 | 0.00 | 0.00 | -3,091 | -0.89 | 03-31-2024 |
| ISHARES TR | IBONDS DEC24 ETF | 3 | $7,679,682 | 306,697 | 0.00 | 0.00 | -4,265 | -1.37 | 03-31-2024 |
| ISHARES TR | IBONDS 27 ETF | 4 | $5,989,395 | 254,759 | 0.00 | 0.00 | -625 | -0.24 | 03-31-2024 |
