Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ERTS WEALTH ADVISORS LLC | 04-23-2024 | 03-31-2024 | 88 | 489,859,040 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 201 | $277,113 | 1,820 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -85 | -4.48 | 03-31-2024 |
| GENERAL MLS INC | COM | 203 | $266,236 | 3,805 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PENTAIR PLC | SHS | 204 | $260,773 | 3,052 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
