Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Guggenheim S&P 500 Pure Growth ETF | ETF | 201 | $14,056 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
Ishares Russell MidCap Growth ETF | ETF | 202 | $13,658 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
Cisco Systems Inc | COM | 203 | $13,487 | 258 | 0.00 | 0.00 | -50 | -16.23 | 03-31-2023 |
iShares US Real Estate | ETF | 204 | $13,414 | 158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |