Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $32,978,284 | 114,389 | 0.01 | 0.01 | -254 | -0.22 | 03-31-2023 |
APPLE INC | COM | 2 | $17,600,765 | 106,736 | 0.00 | 0.00 | -1,140 | -1.06 | 03-31-2023 |
AMAZON COM INC | COM | 3 | $9,988,257 | 96,701 | 0.00 | 0.00 | 1,188 | 1.24 | 03-31-2023 |
NVIDIA CORPORATION | COM | 4 | $7,555,952 | 27,202 | 0.00 | 0.00 | -1,564 | -5.44 | 03-31-2023 |