Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AES CORP | COM | 301 | $336,879 | 13,990 | 0.00 | 13,990 | +Inf | 03-31-2023 | |
| BLACKROCK INVT QUALITY MUN T | COM | 302 | $333,615 | 27,640 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 303 | $331,673 | 1,362 | 0.00 | 0.00 | -30 | -2.16 | 03-31-2023 |
| BANK MONTREAL QUE | COM | 304 | $331,133 | 3,716 | 0.00 | 0.00 | -256 | -6.45 | 03-31-2023 |
