Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 322 | 72,195,473 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GOLDMAN SACHS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 520 | +Inf | 03-31-2024 | |
US VEGAN CLIMATE ETF | ETF | 152 | $200,639 | 4,281 | 0.00 | 4,281 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 1,176 | +Inf | 03-31-2024 | |
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | ETF | 154 | $151,350 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 |