Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS WEALTH PLANNERS LLC | 04-29-2024 | 03-31-2024 | 174 | 86,960,912 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINL INC | COM | 101 | $323,356 | 2,653 | 0.00 | 0.00 | 9 | 0.34 | 03-31-2024 |
| SALESFORCE INC | COM | 102 | $320,409 | 1,155 | 0.00 | 0.00 | 167 | 16.90 | 03-31-2024 |
| EAST WEST BANCORP INC | COM | 103 | $318,935 | 4,470 | 0.00 | 0.00 | -45 | -1.00 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 104 | $312,840 | 2,722 | 0.00 | 0.00 | -175 | -6.04 | 03-31-2024 |
