Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP LLC | 05-17-2024 | 03-31-2024 | 133 | 128,529,841 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UPSTART HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 7,979 | +Inf | 03-31-2024 | |
| ISHARES TR | CONSER ALLOC ETF | 202 | $324,981 | 8,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -610 | -30.78 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 204 | $322,238 | 3,762 | 0.00 | 0.00 | -30 | -0.79 | 03-31-2024 |
