Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP LLC | 05-17-2024 | 03-31-2024 | 133 | 128,529,841 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 1 | $6,977,575 | 197,665 | 0.01 | 197,665 | +Inf | 03-31-2024 | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 2 | $5,490,701 | 181,631 | 0.00 | 181,631 | +Inf | 03-31-2024 | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 3 | $5,026,106 | 194,961 | 0.00 | 0.00 | 171,226 | 721.41 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 4 | $4,428,425 | 91,857 | 0.00 | 91,857 | +Inf | 03-31-2024 |
