Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 151 | $7,448,228 | 67,065 | 0.00 | 0.00 | -2,873 | -4.11 | 09-30-2023 |
| ISHARES TR | MBS ETF | 152 | $7,435,934 | 83,738 | 0.00 | 83,738 | +Inf | 09-30-2023 | |
| DICKS SPORTING GOODS INC | COM | 153 | $7,147,895 | 65,831 | 0.00 | 0.00 | 12,547 | 23.55 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 154 | $7,103,618 | 187,184 | 0.00 | 0.00 | -10,377 | -5.25 | 09-30-2023 |
