Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARIES WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 201 | 280,421,401 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 25 TRM TS | 101 | $691,812 | 29,717 | 0.00 | 29,717 | +Inf | 12-31-2023 | |
| FLEXSHARES TR | QUALT DIVD IDX | 102 | $688,090 | 11,183 | 0.00 | 0.00 | -559 | -4.76 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 103 | $685,325 | 4,343 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 104 | $684,394 | 2,831 | 0.00 | 0.00 | -260 | -8.41 | 12-31-2023 |
