Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 101 | $9,884,261 | 63,426 | 0.00 | 0.00 | -1,233 | -1.91 | 03-31-2024 |
| AIR PRODS & CHEMS INC | COM | 102 | $9,653,732 | 39,847 | 0.00 | 0.00 | 25,685 | 181.37 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 103 | $9,632,950 | 50,445 | 0.00 | 0.00 | -1,700 | -3.26 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 104 | $9,399,614 | 184,090 | 0.00 | 0.00 | -78 | -0.04 | 03-31-2024 |
