Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | COM | Liquidated | $0 | 0 | 0.00 | 868 | +Inf | 12-31-2023 | |
| Vanguard Total | TOTAL INT BD ETF | Liquidated | $0 | 0 | 0.00 | 2,623 | +Inf | 12-31-2023 | |
| Guggenheim Tax Muni & Inv Grade Debt Tr | COM | Liquidated | $0 | 0 | 0.00 | 8,000 | +Inf | 12-31-2023 | |
| Sector Spdr Health Fund | SBI HEALTHCARE | Liquidated | $0 | 0 | 0.00 | 961 | +Inf | 12-31-2023 |
