Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWS PARTNERS | 02-13-2024 | 12-31-2023 | 112 | 306,803,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA-US | 101 | $2,648,541 | 5,348 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Abbvie Inc | ABBV-US | 102 | $2,645,330 | 17,070 | 0.00 | 0.00 | -318 | -1.83 | 12-31-2023 |
| Abbott Laboratories | ABT-US | 103 | $2,592,504 | 23,553 | 0.00 | 0.00 | -2,525 | -9.68 | 12-31-2023 |
| XTRCKR MSCI EAFE HG DV YLD Eq ETF | HDEF-US | 104 | $2,564,766 | 103,921 | 0.00 | 0.00 | 2,964 | 2.94 | 12-31-2023 |
