Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BULLTSHR 2031 CRP BND ETF | BULETSHS 2031 CP | Liquidated | $0 | 0 | 0.00 | 3,984 | +Inf | 12-31-2023 | |
| Ishares S&P Midcap | S&P MC 400VL ETF | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 12-31-2023 | |
| ISHARES TRUST US DIVID BYBCK E TF | CORE DIVID ETF | Liquidated | $0 | 0 | 0.00 | 1,611 | +Inf | 12-31-2023 | |
| Vanguard Intl Div Apprec ETF | INTL DVD ETF | Liquidated | $0 | 0 | 0.00 | 835 | +Inf | 12-31-2023 |
