Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEAVER CONSULTING GROUP | 04-16-2024 | 03-31-2024 | 199 | 270,196,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROSS STORES INC | COM | 101 | $503,534 | 3,431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LISTED FD TR | TRUESHARES STRUC | 102 | $503,367 | 15,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 103 | $497,786 | 4,247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 104 | $497,181 | 8,578 | 0.00 | 0.00 | 3,270 | 61.61 | 03-31-2024 |
