Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | Liquidated | $0 | 0 | 0.00 | 51,677 | +Inf | 03-31-2024 | |
| AUTOZONE INC | COM | 302 | $1,364,664 | 433 | 0.00 | 0.00 | 82 | 23.36 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 303 | $1,342,555 | 15,593 | 0.00 | 0.00 | -500 | -3.11 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 304 | $1,338,141 | 15,847 | 0.00 | 0.00 | -143 | -0.89 | 03-31-2024 |
