Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Spdr Blackstone Gso | BLACKSTONE SENR | 201 | $264,453 | 6,307 | 0.00 | 0.00 | -1,307 | -17.17 | 12-31-2023 |
| Wisdomtree Midcap Divdnd | US MIDCAP DIVID | 202 | $258,286 | 5,653 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARES MANAGEMENT CORPORATION CO M CL A | CL A COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Calamos Dynamic Convertible and Income | COM | 204 | $255,221 | 12,903 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
