Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 151 | $1,176,870 | 3,773 | 0.00 | 0.00 | -25 | -0.66 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 152 | $1,163,884 | 5,550 | 0.00 | 0.00 | -21 | -0.38 | 12-31-2023 |
| TRAVELERS COMPANIES INC | COM | 153 | $1,158,103 | 6,080 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 154 | $1,105,545 | 16,318 | 0.00 | 0.00 | -43 | -0.26 | 12-31-2023 |
