Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RGT WEALTH ADVISORS LLC | 11-04-2022 | 09-30-2022 | 116 | 627,208,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 101 | $213,000 | 1,573 | 0.03 | 1,573 | +Inf | 09-30-2022 | |
| CHEVRON CORP NEW | COM | 102 | $208,000 | 1,446 | 0.03 | 0.07 | -1,283 | -47.01 | 09-30-2022 |
| ALPHABET INC | CAP STK CL C | 103 | $207,000 | 2,157 | 0.03 | 0.00 | 2,146 | 19509.09 | 09-30-2022 |
| KINDER MORGAN INC DEL | COM | 104 | $178,000 | 10,675 | 0.03 | 0.03 | -497 | -4.45 | 09-30-2022 |
