Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BLACKROCK ULTRA | 1101 | $2,868 | 57 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | MSCI ACWI ETF | 1102 | $2,702 | 28 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BANK AMERICA CORP | 7.25%CNV PFD L | 1103 | $2,344 | 2 | 0.00 | 2 | +Inf | 06-30-2023 | |
| ISHARES TR | MSCI CHINA ETF | 1104 | $2,237 | 50 | 0.00 | 50 | +Inf | 06-30-2023 |
