Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORGANROSEL WEALTH MANAGEMENT LLC | 08-04-2023 | 06-30-2023 | 92 | 245,157,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 101 | $783,898 | 2,360 | 0.00 | 0.00 | -312 | -11.68 | 06-30-2023 |
| ISHARES TR | CORE MSCI TOTAL | 102 | $783,314 | 12,509 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| GRAND CANYON ED INC | COM | 103 | $764,683 | 7,409 | 0.00 | 7,409 | +Inf | 06-30-2023 | |
| OWENS CORNING NEW | COM | 104 | $761,990 | 5,839 | 0.00 | 5,839 | +Inf | 06-30-2023 |
