Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BHP GROUP LTD | SPONSORED ADS | 101 | $1,193,562 | 18,823 | 0.00 | 0.00 | -161 | -0.85 | 03-31-2023 |
| ISHARES TR | 0-5 YR TIPS ETF | 102 | $1,147,424 | 11,563 | 0.00 | 0.00 | -725 | -5.90 | 03-31-2023 |
| GENERAL DYNAMICS CORP | COM | 103 | $1,140,829 | 4,999 | 0.00 | 0.00 | -298 | -5.63 | 03-31-2023 |
| AT&T INC | COM | 104 | $1,122,542 | 58,314 | 0.00 | 0.00 | -966 | -1.63 | 03-31-2023 |
