Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WMS PARTNERS LLC 02-12-2024 12-31-2023 254 1,359,633,932
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMERICAN CENTY ETF TR INTL EQT ETF 1 $100,836,908 1,668,656 0.01 0.01 118,412 7.64 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 2 $98,065,612 413,395 0.01 0.01 -7,943 -1.89 12-31-2023
GOLDMAN SACHS ETF TR ACTIVEBETA INT 3 $87,292,267 2,672,758 0.01 0.01 194,650 7.85 12-31-2023
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 4 $65,255,327 695,612 0.00 0.00 2,559 0.37 12-31-2023
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