Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | PSHS ULTRA QQQ | 301 | $519,065 | 6,830 | 0.00 | 0.00 | -1,425 | -17.26 | 12-31-2023 |
| S&P GLOBAL INC | COM | 302 | $517,176 | 1,174 | 0.00 | 0.00 | 16 | 1.38 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 303 | $514,398 | 2,208 | 0.00 | 0.00 | -20 | -0.90 | 12-31-2023 |
| VERMILION ENERGY INC | COM | 304 | $512,550 | 42,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
