Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HAWAIIAN ELEC INDUSTRIES | COM | 1601 | $2,244 | 62 | 0.00 | 62 | +Inf | 06-30-2023 | |
| AZEK CO INC | CL A | 1602 | $2,241 | 74 | 0.00 | 0.00 | 60 | 428.57 | 06-30-2023 |
| UNITI GROUP INC | COM | 1603 | $2,236 | 484 | 0.00 | 0.00 | 150 | 44.91 | 06-30-2023 |
| GLOBAL X FDS | GLBL X MLP ETF | 1604 | $2,232 | 52 | 0.00 | 52 | +Inf | 06-30-2023 |
