Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 201 | $840,500 | 4,701 | 0.00 | 0.00 | 61 | 1.31 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 202 | $823,031 | 13,784 | 0.00 | 0.00 | 6,069 | 78.66 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 203 | $821,165 | 15,964 | 0.00 | 0.00 | -308 | -1.89 | 12-31-2023 |
| MADISON SQUARE GRDN SPRT COR | CL A | 204 | $803,325 | 4,418 | 0.00 | 0.00 | -229 | -4.93 | 12-31-2023 |
