Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 201 | $4,505,778 | 43,822 | 0.00 | 0.00 | 2,576 | 6.25 | 09-30-2023 |
| NETFLIX INC | COM | 202 | $4,476,448 | 11,855 | 0.00 | 0.00 | 9,503 | 404.04 | 09-30-2023 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 203 | $4,471,638 | 113,378 | 0.00 | 113,378 | +Inf | 09-30-2023 | |
| VANGUARD INDEX FDS | SML CP GRW ETF | 204 | $4,434,383 | 20,704 | 0.00 | 0.00 | -774 | -3.60 | 09-30-2023 |
