Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEAVER CONSULTING GROUP | 07-12-2024 | 06-30-2024 | 205 | 286,578,537 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 201 | $245,186 | 3,024 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | 202 | $240,221 | 3,302 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 203 | $239,613 | 1,644 | 0.00 | 0.00 | -28 | -1.67 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 204 | $237,122 | 634 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
