Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLASSMAN WEALTH SERVICES 08-06-2024 06-30-2024 192 542,459,514
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UGI CORP NEW COM Liquidated $0 0 0.00 0.00 -29 -40.85 03-31-2024
COREBRIDGE FINL INC COM Liquidated $0 0 0.00 0.00 11 20.75 03-31-2024
SHENANDOAH TELECOMMUNICATION COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
FTC SOLAR INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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