Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 322 | 72,195,473 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES MSCI JAPAN ETF | ETF | 101 | $448,577 | 6,287 | 0.00 | 6,287 | +Inf | 03-31-2024 | |
APPLE INC COM | Stock | 102 | $433,501 | 2,528 | 0.00 | 2,528 | +Inf | 03-31-2024 | |
WISDOMTREE TR | US LARGECAP DIVD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 104 | $404,228 | 3,341 | 0.00 | 3,341 | +Inf | 03-31-2024 |