Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 1051 | $9,913 | 39 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| XPENG INC | ADS | 1052 | $9,823 | 732 | 0.00 | 0.00 | -182 | -19.91 | 06-30-2023 |
| WALGREENS BOOTS ALLIANCE INC | COM | 1053 | $9,772 | 343 | 0.00 | 0.00 | -207 | -37.64 | 06-30-2023 |
| FAIR ISAAC CORP | COM | 1054 | $9,711 | 12 | 0.00 | 0.00 | 2 | 20.00 | 06-30-2023 |
