Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RPM International Inc | Stock | 301 | $317,297 | 2,667 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Southern Co | Stock | 302 | $316,158 | 4,407 | 0.00 | 0.00 | -145 | -3.19 | 03-31-2024 |
| SS&C Technologies Holdings Inc | Stock | 303 | $314,058 | 4,879 | 0.00 | 0.00 | 5 | 0.10 | 03-31-2024 |
| Guggenheim Strategic Opportun COM SBI | CEF | 304 | $314,036 | 21,930 | 0.00 | 0.00 | -249 | -1.12 | 03-31-2024 |
