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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 151 | $283,798 | 10,861 | 0.00 | 0.00 | -2,274 | -17.31 | 06-30-2023 |
| ADVANCED MICRO DEVICES INC | COM | 152 | $280,446 | 2,462 | 0.00 | 0.00 | 29 | 1.19 | 06-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 153 | $279,936 | 10,368 | 0.00 | 0.00 | -3,430 | -24.86 | 06-30-2023 |
| ISHARES TR | SELECT DIVID ETF | 154 | $273,393 | 2,413 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
