Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 101 | $1,208,830 | 23,928 | 0.00 | 0.00 | 6,453 | 36.93 | 12-31-2023 |
| PHILIP MORRIS INTL INC | COM | 102 | $1,167,298 | 12,408 | 0.00 | 0.00 | -11 | -0.09 | 12-31-2023 |
| KEYCORP | COM | 103 | $1,160,353 | 80,580 | 0.00 | 0.00 | 2,380 | 3.04 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 104 | $1,145,493 | 10,918 | 0.00 | 0.00 | 2,234 | 25.73 | 12-31-2023 |
