Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BSW WEALTH PARTNERS | 04-18-2024 | 03-31-2024 | 302 | 590,301,702 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 251 | $334,640 | 6,796 | 0.00 | 0.00 | 8 | 0.12 | 03-31-2024 |
| UNITED RENTALS INC | COM | 252 | $332,432 | 461 | 0.00 | 0.00 | -24 | -4.95 | 03-31-2024 |
| STRYKER CORPORATION | COM | 253 | $331,601 | 927 | 0.00 | 0.00 | -11 | -1.17 | 03-31-2024 |
| RYERSON HLDG CORP | COM | 254 | $330,310 | 9,860 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
