Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 124 | 421,097,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 151 | $575,518 | 6,118 | 0.00 | 0.00 | -878 | -12.55 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 152 | $572,423 | 11,281 | 0.00 | 0.00 | 2,391 | 26.90 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 153 | $543,964 | 2,739 | 0.00 | 2,739 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI UK ETF NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -27,949 | -62.06 | 12-31-2023 |
