Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Morningstar Small-Cap Growth ETF | ETF | 251 | $8,186 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SPDR Gold Shares | ETF | 252 | $8,062 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Kimberly-Clark Corp | COM | 253 | $8,053 | 60 | 0.00 | 0.00 | -51 | -45.95 | 03-31-2023 |
| Vanguard Dividend Apprec Idx ETF | ETF | 254 | $8,009 | 52 | 0.00 | 52 | +Inf | 03-31-2023 |
