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 |
|---|---|---|---|---|---|---|---|---|---|
| CNA FINL CORP | COM | 1401 | $3,978 | 103 | 0.00 | 0.00 | 26 | 33.77 | 06-30-2023 |
| NIO INC | SPON ADS | 1402 | $3,934 | 406 | 0.00 | 0.00 | 206 | 103.00 | 06-30-2023 |
| WOODWARD INC | COM | 1403 | $3,924 | 33 | 0.00 | 0.00 | 11 | 50.00 | 06-30-2023 |
| BEIGENE LTD | SPONSORED ADR | 1404 | $3,923 | 22 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
