Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 04-18-2024 | 03-31-2024 | 1058 | 116,011,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 101 | $266,958 | 4,395 | 0.00 | 0.00 | 3,628 | 473.01 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 102 | $256,038 | 3,175 | 0.00 | 0.00 | 15 | 0.47 | 03-31-2024 |
| APPLIED MATLS INC | COM | 103 | $251,189 | 1,218 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 104 | $246,262 | 1,171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
