Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AdvisorShares DoubleLine Value Eq ETF | ETF | 151 | $820,788 | 7,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| McDonald's Corp | Stock | 152 | $798,764 | 2,833 | 0.00 | 0.00 | 37 | 1.32 | 03-31-2024 |
| Royce Value Trust | CEF | 153 | $793,747 | 52,323 | 0.00 | 0.00 | 466 | 0.90 | 03-31-2024 |
| iShares Core S&P US Growth ETF | ETF | 154 | $780,736 | 6,661 | 0.00 | 0.00 | -95 | -1.41 | 03-31-2024 |
