Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF | ETF | 1 | $57,400,172 | 140,209 | 0.03 | 0.03 | -1,880 | -1.32 | 03-31-2023 |
iShares Tr MSCI USA MinVolatility | ETF | 2 | $18,524,221 | 254,663 | 0.01 | 0.01 | -15,923 | -5.88 | 03-31-2023 |
Invesco QQQ Trust | UNIT SER 1 | 3 | $16,583,904 | 51,675 | 0.01 | 0.01 | -1,116 | -2.11 | 03-31-2023 |
Vanguard Short-Term Corporate Bond ETF | ETF | 4 | $11,777,318 | 154,497 | 0.01 | 0.01 | -2,518 | -1.60 | 03-31-2023 |