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
U HAUL HOLDING COMPANY COM SER N 1301 $5,016 99 0.00 0.00 18 22.22 06-30-2023
CAMDEN PPTY TR SH BEN INT 1302 $5,008 46 0.00 0.00 3 6.98 06-30-2023
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 1303 $4,998 18 0.00 0.00 0 0.00 06-30-2023
RELIANCE STEEL & ALUMINUM CO COM 1304 $4,889 18 0.00 0.00 2 12.50 06-30-2023
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