Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTHWEST WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 161 | 332,096,022 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | GSCI CMDTY STGY | 151 | $265,115 | 10,575 | 0.00 | 0.00 | 414 | 4.07 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 152 | $257,510 | 559 | 0.00 | 0.00 | 5 | 0.90 | 12-31-2023 |
| ISHARES TR | PFD AND INCM SEC | 153 | $256,569 | 8,226 | 0.00 | 0.00 | -1,499 | -15.41 | 12-31-2023 |
| COPART INC | COM | 154 | $254,702 | 5,198 | 0.00 | 0.00 | 42 | 0.81 | 12-31-2023 |
