Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO | COM | 301 | $477,657 | 11,794 | 0.00 | 0.00 | -11,169 | -48.64 | 09-30-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 302 | $454,308 | 1,939 | 0.00 | 0.00 | -1,982 | -50.55 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 303 | $411,372 | 5,474 | 0.00 | 0.00 | 2,595 | 90.14 | 09-30-2023 |
| DISNEY WALT CO | COM | 304 | $368,209 | 4,543 | 0.00 | 0.00 | -4,812 | -51.44 | 09-30-2023 |
