Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH MOORE & CO | 02-13-2024 | 12-31-2023 | 410 | 848,723,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $3,302,796 | 13,292 | 0.00 | 0.00 | -40 | -0.30 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 52 | $3,294,231 | 19,935 | 0.00 | 0.00 | 271 | 1.38 | 12-31-2023 |
| VANECK ETF TRUST | GOLD MINERS ETF | 53 | $3,236,979 | 104,385 | 0.00 | 0.00 | 478 | 0.46 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 54 | $3,204,432 | 36,123 | 0.00 | 36,123 | +Inf | 12-31-2023 |
