Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 151 | $661,559 | 6,010 | 0.00 | 0.00 | 830 | 16.02 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 152 | $659,312 | 28,616 | 0.00 | 0.00 | -13,002 | -31.24 | 12-31-2023 |
| ARK ETF TR | FINTECH INNOVA | 153 | $654,755 | 23,740 | 0.00 | 23,740 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 154 | $650,811 | 10,276 | 0.00 | 0.00 | 20 | 0.20 | 12-31-2023 |
