Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 151 | $718,580 | 4,066 | 0.00 | 0.00 | -65 | -1.57 | 09-30-2023 |
| QUALCOMM INC | COM | 152 | $711,715 | 6,408 | 0.00 | 0.00 | -4,699 | -42.31 | 09-30-2023 |
| MERCK & CO INC | COM | 153 | $695,406 | 6,755 | 0.00 | 0.00 | -13,248 | -66.23 | 09-30-2023 |
| ELI LILLY & CO | COM | 154 | $653,591 | 1,217 | 0.00 | 0.00 | -1,742 | -58.87 | 09-30-2023 |
