Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 104 | 230,154,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 206 | 6.73 | 03-31-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 152 | $220,376 | 3,460 | 0.00 | 3,460 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW | COM | 153 | $215,700 | 1,326 | 0.00 | 1,326 | +Inf | 03-31-2024 | |
| WASTE MGMT INC DEL | COM | 154 | $214,238 | 1,029 | 0.00 | 1,029 | +Inf | 03-31-2024 |
