Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORST & GRABEN WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 144 | 491,280,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 101 | $483,860 | 7,797 | 0.00 | 0.00 | 9 | 0.12 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | COM | 102 | $480,014 | 1,149 | 0.00 | 0.00 | 6 | 0.52 | 03-31-2024 |
| CUMMINS INC | COM | 103 | $471,440 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 104 | $452,289 | 4,937 | 0.00 | 0.00 | 51 | 1.04 | 03-31-2024 |
