Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURT WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 119 | 394,361,082 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $361,917 | 1,987 | 0.00 | 0.00 | -458 | -18.73 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 102 | $361,176 | 8,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 103 | $361,082 | 4,865 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK AMERICA CORP | COM | 104 | $335,187 | 8,839 | 0.00 | 0.00 | 1,426 | 19.24 | 03-31-2024 |
