Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Tesla Motors Inc | COM | 101 | $1,979,889 | 7,968 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Flexsh Stoxx US Esg | STOX US ESG SLCT | 102 | $1,971,299 | 16,990 | 0.00 | 0.00 | 27 | 0.16 | 12-31-2023 |
| WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF | WISDOMTREE US VA | 103 | $1,870,663 | 27,297 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Ishares Tr Russell | RUS 1000 GRW ETF | 104 | $1,614,077 | 5,324 | 0.00 | 0.00 | 66 | 1.26 | 12-31-2023 |
