Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 251 | $498,960 | 2,981 | 0.00 | 2,981 | +Inf | 09-30-2023 | |
| ISHARES TR | CORE S&P SCP ETF | 252 | $498,017 | 5,280 | 0.00 | 0.00 | -8,498 | -61.68 | 09-30-2023 |
| ALLIANT ENERGY CORP | COM | 253 | $484,500 | 10,000 | 0.00 | 0.00 | -10,000 | -50.00 | 09-30-2023 |
| ARISTA NETWORKS INC | COM | 254 | $476,747 | 2,592 | 0.00 | 0.00 | -2,531 | -49.40 | 09-30-2023 |
