Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 101 | $1,586,865 | 8,860 | 0.00 | 0.00 | -24 | -0.27 | 12-31-2023 |
| ISHARES TR | U.S. MED DVC ETF | 102 | $1,556,531 | 28,841 | 0.00 | 0.00 | -1,016 | -3.40 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 103 | $1,553,119 | 28,719 | 0.00 | 0.00 | -640 | -2.18 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 104 | $1,542,192 | 30,056 | 0.00 | 0.00 | 296 | 0.99 | 12-31-2023 |
