Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 201 | $3,340,087 | 8,132 | 0.00 | 0.00 | -91 | -1.11 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 202 | $3,338,393 | 12,341 | 0.00 | 0.00 | -209 | -1.67 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 203 | $3,283,530 | 11,400 | 0.00 | 0.00 | 24 | 0.21 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 204 | $3,264,602 | 33,333 | 0.00 | 33,333 | +Inf | 03-31-2024 |
