Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 180 WEALTH ADVISORS LLC | 04-06-2023 | 03-31-2023 | 365 | 429,801,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEW RELIC INC | COM | 351 | $284,973 | 3,785 | 0.00 | 0.00 | -569 | -13.07 | 03-31-2023 |
| AMETEK INC | COM | 352 | $284,411 | 1,957 | 0.00 | 0.00 | -180 | -8.42 | 03-31-2023 |
| MP MATERIALS CORP | COM CL A | 353 | $281,026 | 9,969 | 0.00 | 0.00 | -1,322 | -11.71 | 03-31-2023 |
| PALO ALTO NETWORKS INC | COM | 354 | $280,235 | 1,403 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
