Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA Corp | Stock | 1 | $37,911,895 | 41,958 | 0.01 | 0.00 | -39 | -0.09 | 03-31-2024 |
| SPDR Portfolio S&P 500 Growth ETF | ETF | 2 | $23,470,534 | 320,855 | 0.00 | 0.00 | 5,775 | 1.83 | 03-31-2024 |
| iShares Russell Top 200 Growth ETF | ETF | 3 | $21,619,766 | 110,814 | 0.00 | 0.00 | 2,237 | 2.06 | 03-31-2024 |
| Procter & Gamble Co | Stock | 4 | $20,128,268 | 124,057 | 0.00 | 0.00 | -1,173 | -0.94 | 03-31-2024 |
