Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT LLC | 08-12-2022 | 06-30-2022 | 399 | 8,024,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 251 | $635,000 | 1,942 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| CROWDSTRIKE HLDGS INC | CL A | 252 | $634,000 | 2,837 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 253 | $627,000 | 6,180 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| SPDR SER TR | MSCI USA STRTGIC | 254 | $626,000 | 5,102 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
