Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 104 | 230,154,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 101 | $329,573 | 2,614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 102 | $325,382 | 6,882 | 0.00 | 0.00 | -3,822 | -35.71 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 103 | $322,460 | 2,059 | 0.00 | 0.00 | -187 | -8.33 | 03-31-2024 |
| TRUIST FINL CORP | COM | 104 | $320,438 | 8,545 | 0.00 | 0.00 | 497 | 6.18 | 03-31-2024 |
