Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corporation | COM | 151 | $24,882 | 870 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Enphase Energy Inc | COM | 152 | $24,182 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| iShares MSCI Singapore ETF | ETF | 153 | $23,820 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| JPMorgan Chase & Co | COM | 154 | $22,153 | 170 | 0.00 | 0.00 | 20 | 13.33 | 03-31-2023 |
