Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 11-14-2023 | 09-30-2023 | 212 | 2,571,976,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 201 | $273,695 | 2,649 | 0.00 | 0.00 | 557 | 26.63 | 09-30-2023 |
| ABBVIE INC | COM | 202 | $270,734 | 1,816 | 0.00 | 0.00 | -23 | -1.25 | 09-30-2023 |
| ISHARES TR | CORE S&P TTL STK | 203 | $269,478 | 2,861 | 0.00 | 2,861 | +Inf | 09-30-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 204 | $269,211 | 1,900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
