Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PERSONAL WEALTH PARTNERS | 04-25-2022 | 03-31-2022 | 74 | 229,194,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
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