Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| USADVISORS WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 126 | 240,856,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONE GLOBAL REAL EST ETF IV | DJ GLB RL ES ETF | 151 | $387,000 | 8,873 | 0.16 | 0.43 | -16,258 | -64.69 | 12-31-2023 |
| JP MORGAN MUNICIPAL ETF | (JMUB) Municipal ETG | 152 | $371,000 | 7,295 | 0.15 | 7,295 | +Inf | 12-31-2023 | |
| iShares Broad USD HG YLD CRP BND Etf | USHY | 153 | $352,000 | 9,706 | 0.15 | 9,706 | +Inf | 12-31-2023 | |
| Vanguard Russell 1000 Growth Index | Growth ETF | 154 | $347,000 | 4,454 | 0.14 | 0.33 | -6,289 | -58.54 | 12-31-2023 |
