Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MSCI INC | COM | 251 | $655,023 | 1,158 | 0.00 | 0.00 | -9 | -0.77 | 12-31-2023 |
| DIAMONDBACK ENERGY INC | COM | 252 | $646,653 | 4,170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | US TRSPRTION | 253 | $640,972 | 2,442 | 0.00 | 0.00 | -35 | -1.41 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 254 | $640,147 | 4,282 | 0.00 | 0.00 | -127 | -2.88 | 12-31-2023 |
