Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT LLC | 08-12-2022 | 06-30-2022 | 399 | 8,024,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 201 | $951,000 | 3,303 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| VBI VACCINES INC CDA | COM NEW | 202 | $951,000 | 601,800 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 203 | $938,000 | 13,306 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 204 | $932,000 | 2,314 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
