Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVONDALE WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 121 | 124,136,185 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U.S. INDUSTRIALS ETF | ETF | 101 | $57,180 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SERVICENOW INC COM | Stock | 102 | $56,519 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARK GENOMIC REVOLUTION ETF | ETF | 103 | $55,515 | 1,692 | 0.00 | 0.00 | -5,481 | -76.41 | 12-31-2023 |
| DOW INC COM | Stock | 104 | $54,840 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
