Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOMANI WEALTH LLC | 04-18-2023 | 03-31-2023 | 117 | 430,979,556 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Intl Business Mach Corp. | COM | 101 | $326,429 | 2,490 | 0.00 | 0.09 | 13 | 0.52 | 03-31-2023 |
Oppenheimer Large Cap Revenue ETF | S&P 500 REVENUE | 102 | $326,012 | 4,284 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2023 |
Alphabet Inc. Class A | CAP STK CL A | 103 | $319,488 | 3,080 | 0.00 | 0.07 | 500 | 19.38 | 03-31-2023 |
PNC Financial Services Group | COM | 104 | $303,350 | 2,387 | 0.00 | 0.13 | -512 | -17.66 | 03-31-2023 |