Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 201 | $526,948 | 3,306 | 0.00 | 0.00 | -88 | -2.59 | 03-31-2023 |
| SPLUNK INC | COM | 202 | $526,477 | 5,491 | 0.00 | 0.00 | 35 | 0.64 | 03-31-2023 |
| NETFLIX INC | COM | 203 | $526,166 | 1,523 | 0.00 | 0.00 | 1 | 0.07 | 03-31-2023 |
| PROGRESSIVE CORP | COM | 204 | $519,880 | 3,634 | 0.00 | 0.00 | 1,159 | 46.83 | 03-31-2023 |
