Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBM WEALTH CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 105 | 284,320,522 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 196 | 6.57 | 12-31-2023 |
| KKR & CO INC | COM | 152 | $217,756 | 2,165 | 0.00 | 2,165 | +Inf | 03-31-2024 | |
| TJX COS INC NEW | COM | 153 | $210,548 | 2,076 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIGITAL TURBINE INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 12,730 | 53.97 | 12-31-2023 |
