Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INC | COM | 251 | $1,178,000 | 14,281 | 0.10 | 14,281 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 252 | $1,175,000 | 15,432 | 0.10 | 15,432 | +Inf | 12-31-2023 | |
| PIMCO ETF TR | ENHNCD LW DUR AC | 253 | $1,147,000 | 12,095 | 0.09 | 0.12 | 714 | 6.27 | 12-31-2023 |
| INTUIT | COM | 254 | $1,122,000 | 1,795 | 0.09 | 1,795 | +Inf | 12-31-2023 |
