Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 104 | 230,154,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MFA FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -50 | -0.49 | 03-31-2024 |
