Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACCAR INC | COM | 201 | $2,879,080 | 23,239 | 0.00 | 0.00 | 17,442 | 300.88 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 202 | $2,878,917 | 24,562 | 0.00 | 0.00 | -18 | -0.07 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 203 | $2,865,432 | 49,523 | 0.00 | 0.00 | -1,504 | -2.95 | 03-31-2024 |
| STRYKER CORPORATION | COM | 204 | $2,824,441 | 7,892 | 0.00 | 0.00 | 857 | 12.18 | 03-31-2024 |
