Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOLUTION WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 135 | 522,090,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 101 | $591,580 | 6,401 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 102 | $532,297 | 4,947 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 103 | $523,532 | 14,305 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 104 | $523,378 | 8,939 | 0.00 | 0.00 | 689 | 8.35 | 03-31-2024 |
