Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 301 | $419,393 | 1,397 | 0.00 | 0.00 | -3,406 | -70.91 | 09-30-2023 |
| PFIZER INC | COM | 302 | $412,397 | 12,433 | 0.00 | 0.00 | -18,568 | -59.89 | 09-30-2023 |
| INTEL CORP | COM | 303 | $406,556 | 11,436 | 0.00 | 0.00 | -15,704 | -57.86 | 09-30-2023 |
| CHEWY INC | CL A | 304 | $400,022 | 21,907 | 0.00 | 21,907 | +Inf | 09-30-2023 |
