Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 254 | 1,359,633,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 151 | $609,117 | 7,125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 152 | $606,156 | 2,602 | 0.00 | 0.00 | -378 | -12.68 | 12-31-2023 |
| STONERIDGE INC | COM | 153 | $604,068 | 30,867 | 0.00 | 0.00 | 15,267 | 97.87 | 12-31-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 154 | $603,746 | 1,602 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
