Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 152 | 605,150,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | HENDRSON AAA CL | 1 | $60,589,227 | 1,194,112 | 0.01 | 0.01 | 182,069 | 17.99 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $48,452,355 | 400,466 | 0.01 | 0.01 | 16,136 | 4.20 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $43,540,662 | 126,498 | 0.01 | 0.01 | 2,092 | 1.68 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $40,978,220 | 213,562 | 0.01 | 0.01 | 4,713 | 2.26 | 03-31-2024 |
