Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWS PARTNERS | 02-13-2024 | 12-31-2023 | 112 | 306,803,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ExxonMobil | XOM-US | 301 | $285,510 | 2,856 | 0.00 | 0.00 | 28 | 0.99 | 12-31-2023 |
| Vanguard International G Rowth Adm | VWILX-US | Liquidated | $0 | 0 | 0.00 | 2,923 | +Inf | 12-31-2023 | |
| iShares iBoxx Invt Grade Bond ETF | LQD-US | 303 | $266,248 | 2,406 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Esg MSCI USA Leaders ETF IV | SUSL-US | 304 | $257,484 | 3,051 | 0.00 | 0.00 | 50 | 1.67 | 12-31-2023 |
