Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VIAWEALTH LLC | 02-12-2024 | 12-31-2023 | 151 | 145,466,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $5,576,527 | 14,830 | 0.00 | 0.00 | -107 | -0.72 | 12-31-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 2 | $5,045,980 | 53,004 | 0.00 | 0.00 | 3,199 | 6.42 | 12-31-2023 |
| GRACO INC | COM | 3 | $4,789,663 | 55,206 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 4 | $4,455,121 | 8,462 | 0.00 | 0.00 | -1,014 | -10.70 | 12-31-2023 |
