Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS LLC | 04-12-2024 | 03-31-2024 | 117 | 196,923,096 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $17,284,474 | 38,928 | 0.01 | 0.01 | 138 | 0.36 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $17,267,984 | 19,111 | 0.01 | 0.01 | -1,945 | -9.24 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $10,674,543 | 20,304 | 0.01 | 0.01 | -966 | -4.54 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $9,718,893 | 23,101 | 0.00 | 0.00 | 403 | 1.78 | 03-31-2024 |
