Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 254 | 1,359,633,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US REIT ETF | 301 | $272,503 | 13,158 | 0.00 | 0.00 | -27,182 | -67.38 | 12-31-2023 |
| SOUTHERN CO | COM | 302 | $272,296 | 3,883 | 0.00 | 0.00 | 149 | 3.99 | 12-31-2023 |
| WISDOMTREE TR | ITL HIGH DIV FD | 303 | $272,240 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VMWARE INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
