Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 351 | $905,393 | 9,360 | 0.00 | 0.00 | 300 | 3.31 | 03-31-2024 |
| ROBLOX CORP | CL A | 352 | $899,521 | 23,560 | 0.00 | 0.00 | -535 | -2.22 | 03-31-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 353 | $897,979 | 9,636 | 0.00 | 0.00 | -2,736 | -22.11 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 354 | $896,909 | 4,852 | 0.00 | 0.00 | -40 | -0.82 | 03-31-2024 |
