Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 04-25-2024 | 03-31-2024 | 284 | 871,786,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 301 | $286,579 | 988 | 0.00 | 0.00 | -1 | -0.10 | 03-31-2024 |
| ISHARES TR | RUSEL 2500 ETF | 302 | $285,196 | 4,347 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 303 | $281,388 | 1,893 | 0.00 | 0.00 | 34 | 1.83 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
