Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT LLC | 10-13-2023 | 09-30-2023 | 169 | 375,920,092 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 101 | $538,127 | 7,181 | 0.00 | 0.00 | 112 | 1.58 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 102 | $532,628 | 14,035 | 0.00 | 0.00 | -2,425 | -14.73 | 09-30-2023 |
| GENERAL DYNAMICS CORP | COM | 103 | $532,043 | 2,408 | 0.00 | 0.00 | -4 | -0.17 | 09-30-2023 |
| XYLEM INC | COM | 104 | $517,098 | 5,681 | 0.00 | 0.00 | 95 | 1.70 | 09-30-2023 |
