Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSTREET INVESTMENT ADVISORS LLC | 04-19-2022 | 03-31-2022 | 71 | 3,714,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 301 | $62,000 | 100 | 1.67 | 1.38 | 0 | 0.00 | 03-31-2022 |
| VANGUARD INDEX FDS | VALUE ETF | 302 | $61,000 | 415 | 1.64 | 1.51 | 0 | 0.00 | 03-31-2022 |
| SPDR INDEX SHS FDS | ASIA PACIF ETF | 303 | $55,000 | 500 | 1.48 | 1.51 | 0 | 0.00 | 03-31-2022 |
| WISDOMTREE TR | INDIA ERNGS FD | 304 | $54,000 | 1,500 | 1.45 | 1.36 | 0 | 0.00 | 03-31-2022 |
