Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 351 | $79,594 | 850 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 352 | $77,725 | 958 | 0.00 | 0.00 | 672 | 234.97 | 06-30-2023 |
| GLOBAL X FDS | US PFD ETF | 353 | $75,503 | 3,894 | 0.00 | 3,894 | +Inf | 06-30-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 354 | $72,661 | 434 | 0.00 | 0.00 | -31 | -6.67 | 06-30-2023 |
