Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Blackstone Group Inc | Stock | 351 | $251,836 | 1,917 | 0.00 | 1,917 | +Inf | 03-31-2024 | |
| Brookfield Infrastructure Partners LP | Stock | 352 | $250,115 | 8,014 | 0.00 | 0.00 | 30 | 0.38 | 03-31-2024 |
| iShares Russell 1000 Value ETF | ETF | 353 | $248,426 | 1,387 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Axon Enterprise Inc | Stock | 354 | $247,488 | 791 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
