Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL WEALTH PARTNERS | 04-25-2022 | 03-31-2022 | 74 | 229,194,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 151 | $233,000 | 3,756 | 0.10 | 3,756 | +Inf | 03-31-2022 | |
| ALPHABET INC | CAP STK CL A | 152 | $220,000 | 79 | 0.10 | 79 | +Inf | 03-31-2022 | |
| ALPS ETF TR | ALERIAN MLP | 153 | $213,000 | 5,566 | 0.09 | 5,566 | +Inf | 03-31-2022 | |
| PIMCO ETF TR | ENHAN SHRT MA AC | 154 | $201,000 | 2,006 | 0.09 | 2,006 | +Inf | 03-31-2022 |
