Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | 01-31-2024 | 12-31-2023 | 251 | 495,584,391 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | 151 | $607,143 | 18,938 | 0.00 | 18,938 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 152 | $598,632 | 31,342 | 0.00 | 0.00 | -832 | -2.59 | 12-31-2023 |
| ALPS ETF TR | ALERIAN MLP | 153 | $591,666 | 13,915 | 0.00 | 0.00 | 333 | 2.45 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 154 | $588,156 | 7,015 | 0.00 | 0.00 | -77,682 | -91.72 | 12-31-2023 |
