Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 151 | $5,649,588 | 100,170 | 0.00 | 100,170 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | ESG US CORP BD | 152 | $5,560,274 | 88,610 | 0.00 | 0.00 | 2,348 | 2.72 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 153 | $5,336,824 | 21,152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 154 | $5,318,313 | 38,037 | 0.00 | 0.00 | 304 | 0.81 | 03-31-2024 |
