Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 1001 | $21,996 | 129 | 0.00 | 0.00 | -58 | -31.02 | 12-31-2022 |
| ISHARES TR | IBONDS 28 TRM TS | 1002 | $21,940 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2022 | |
| ARK ETF TR | INNOVATION ETF | 1003 | $21,930 | 702 | 0.00 | 0.00 | 121 | 20.83 | 12-31-2022 |
| LABORATORY CORP AMER HLDGS | COM NEW | 1004 | $21,664 | 92 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
