Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 151 | $701,012 | 4,405 | 0.00 | 0.00 | -80 | -1.78 | 03-31-2023 |
| CBRE GBL REAL ESTATE INC FD | COM | 152 | $683,606 | 128,739 | 0.00 | 0.00 | -1,335 | -1.03 | 03-31-2023 |
| MCDONALDS CORP | COM | 153 | $679,844 | 2,431 | 0.00 | 0.00 | -3 | -0.12 | 03-31-2023 |
| UNITED RENTALS INC | COM | 154 | $637,174 | 1,610 | 0.00 | 0.00 | 526 | 48.52 | 03-31-2023 |
