Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON CTLS INTL PLC | SHS | 351 | $1,115,158 | 17,072 | 0.00 | 0.00 | 4,539 | 36.22 | 03-31-2024 |
| AMPHENOL CORP NEW | CL A | 352 | $1,105,630 | 9,585 | 0.00 | 0.00 | -266 | -2.70 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 353 | $1,099,525 | 5,559 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 354 | $1,096,769 | 5,854 | 0.00 | 0.00 | 28 | 0.48 | 03-31-2024 |
