Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | COM | 251 | $402,779 | 6,361 | 0.00 | 0.00 | 94 | 1.50 | 03-31-2023 |
| ISHARES TR | TIPS BD ETF | 252 | $399,190 | 3,621 | 0.00 | 0.00 | -180 | -4.74 | 03-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 253 | $397,543 | 9,181 | 0.00 | 0.00 | 367 | 4.16 | 03-31-2023 |
| ISHARES TR | CORE TOTAL USD | 254 | $384,753 | 8,337 | 0.00 | 0.00 | -49 | -0.58 | 03-31-2023 |
