Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORST & GRABEN WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 144 | 491,280,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EM EX ST-OWNED | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,829 | -15.66 | 12-31-2023 |
| ISHARES TR | 0-5YR HI YL CP | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,795 | -42.97 | 12-31-2023 |
| HP INC | COM | 153 | $259,409 | 8,584 | 0.00 | 0.00 | -280 | -3.16 | 03-31-2024 |
| AGILENT TECHNOLOGIES INC | COM | 154 | $253,012 | 1,739 | 0.00 | 0.00 | -29 | -1.64 | 03-31-2024 |
