Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL WEALTH PLANNING LLC | 02-08-2024 | 12-31-2023 | 165 | 8,734,598,446 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUTANIX INC | CL A | 251 | $276,030 | 5,788 | 0.00 | 5,788 | +Inf | 12-31-2023 | |
| IONIS PHARMACEUTICALS INC | COM | 252 | $273,591 | 5,408 | 0.00 | 5,408 | +Inf | 12-31-2023 | |
| GENERAL ELECTRIC CO | COM NEW | 253 | $272,241 | 2,133 | 0.00 | 0.00 | -138 | -6.08 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | Liquidated | $0 | 0 | 0.00 | 882 | +Inf | 12-31-2023 |
