Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | TR UNIT | 101 | $56,730 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Live Nation Entertainment Inc | COM | 102 | $56,000 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Prologis Inc | COM | 103 | $52,778 | 423 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| INTEL CORP | COM | 104 | $52,003 | 1,592 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
