Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | 04-17-2024 | 03-31-2024 | 101 | 122,872,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 VAL ETF | 1 | $10,368,888 | 55,505 | 0.01 | 0.01 | 3,201 | 6.12 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2 | $9,037,276 | 156,192 | 0.01 | 0.01 | 12,486 | 8.69 | 03-31-2024 |
| APPLE INC | COM | 3 | $8,721,068 | 50,858 | 0.01 | 0.01 | -2,067 | -3.91 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 4 | $8,704,113 | 64,446 | 0.01 | 0.01 | 517 | 0.81 | 03-31-2024 |
