Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | INTL SEL DIV ETF | 1001 | $3,713 | 141 | 0.00 | 0.00 | 88 | 166.04 | 06-30-2023 |
ISHARES TR | 20 YR TR BD ETF | 1002 | $3,631 | 35 | 0.00 | 35 | +Inf | 06-30-2023 | |
ISHARES TR | ROBOTICS ARTIF | 1003 | $3,304 | 100 | 0.00 | 100 | +Inf | 06-30-2023 | |
ISHARES TR | AGENCY BOND ETF | 1004 | $3,209 | 30 | 0.00 | 0.00 | -127 | -80.89 | 06-30-2023 |