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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOALS TECHNOLOGIES GROUP IN | CL A | 1201 | $6,748 | 264 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | ESG AWR MSCI USA | 1202 | $6,725 | 69 | 0.00 | 69 | +Inf | 06-30-2023 | |
| INVITATION HOMES INC | COM | 1203 | $6,708 | 195 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BILL HOLDINGS INC | COM | 1204 | $6,660 | 57 | 0.00 | 0.00 | 42 | 280.00 | 06-30-2023 |
