Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERFROMANCE WEALTH PARTNERS LLC | 04-30-2024 | 03-31-2024 | 167 | 2,382,742,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MOTOROLA SOLUTIONS INC | COM NEW | 151 | $313,802 | 884 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 153 | $312,077 | 1,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CUMMINS INC | COM | 154 | $309,382 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
