Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 101 | $1,914,684 | 9,247 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| MCDONALDS CORP | COM | 102 | $1,744,141 | 5,845 | 0.00 | 0.00 | -47 | -0.80 | 06-30-2023 |
| LIVE NATION ENTERTAINMENT IN | COM | 103 | $1,708,996 | 18,758 | 0.00 | 0.00 | -254 | -1.34 | 06-30-2023 |
| ISHARES TR | CORE DIV GRWTH | 104 | $1,641,238 | 31,850 | 0.00 | 0.00 | 2,007 | 6.73 | 06-30-2023 |
