Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Diageo PLC ADR | ADR | 201 | $541,038 | 3,637 | 0.00 | 0.00 | 5 | 0.14 | 03-31-2024 |
| Target Corp | Stock | 202 | $539,947 | 3,047 | 0.00 | 0.00 | -246 | -7.47 | 03-31-2024 |
| The Trade Desk Inc A | Stock | 203 | $537,283 | 6,146 | 0.00 | 0.00 | -12 | -0.19 | 03-31-2024 |
| American Express Co | Stock | 204 | $535,328 | 2,351 | 0.00 | 0.00 | -47 | -1.96 | 03-31-2024 |
