Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 5-10YR INVT | 201 | $463,788 | 8,919 | 0.00 | 0.00 | -136 | -1.50 | 12-31-2023 |
| CHECK POINT SOFTWARE TECH LT | ORD | 202 | $456,384 | 2,987 | 0.00 | 0.00 | 758 | 34.01 | 12-31-2023 |
| ALASKA AIR GROUP INC | COM | 203 | $452,332 | 11,577 | 0.00 | 0.00 | 266 | 2.35 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 204 | $449,833 | 10,085 | 0.00 | 0.00 | -370 | -3.54 | 12-31-2023 |
