Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 254 | 1,359,633,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $1,200,708 | 7,748 | 0.00 | 0.00 | -3,248 | -29.54 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 102 | $1,160,524 | 20,967 | 0.00 | 0.00 | 14,367 | 217.68 | 12-31-2023 |
| ELI LILLY & CO | COM | 103 | $1,154,765 | 1,981 | 0.00 | 0.00 | -1,152 | -36.77 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | 104 | $1,137,120 | 11,500 | 0.00 | 0.00 | 7,500 | 187.50 | 12-31-2023 |
