Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACG WEALTH | 11-03-2022 | 09-30-2022 | 246 | 437,355,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 351 | $602,000 | 1,192 | 0.14 | 1,192 | +Inf | 09-30-2022 | |
| SELECT SECTOR SPDR TR | FINANCIAL | 352 | $593,000 | 19,546 | 0.14 | 19,546 | +Inf | 09-30-2022 | |
| SPDR GOLD TR | GOLD SHS | 353 | $591,000 | 3,821 | 0.14 | 3,821 | +Inf | 09-30-2022 | |
| SYSCO CORP | COM | 354 | $588,000 | 8,319 | 0.13 | 8,319 | +Inf | 09-30-2022 |
