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 |
|---|---|---|---|---|---|---|---|---|---|
| TAPESTRY INC | COM | 1151 | $7,447 | 174 | 0.00 | 0.00 | 28 | 19.18 | 06-30-2023 |
| AES CORP | COM | 1152 | $7,401 | 357 | 0.00 | 0.00 | 20 | 5.93 | 06-30-2023 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 1153 | $7,369 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 1154 | $7,323 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
