Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | 01-31-2024 | 12-31-2023 | 251 | 495,584,391 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 101 | $994,422 | 14,314 | 0.00 | 0.00 | 3,862 | 36.95 | 12-31-2023 |
| KRAFT HEINZ CO | COM | 102 | $981,137 | 26,532 | 0.00 | 0.00 | 848 | 3.30 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 103 | $966,560 | 1,836 | 0.00 | 0.00 | 435 | 31.05 | 12-31-2023 |
| FIRST TR INTER DURATN PFD & | COM | 104 | $941,885 | 57,749 | 0.00 | 0.00 | -3,465 | -5.66 | 12-31-2023 |
