Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 351 | $438,933 | 7,129 | 0.00 | 7,129 | +Inf | 12-31-2023 | |
| ISHARES TR | GRWT ALLOCAT ETF | 352 | $432,063 | 8,123 | 0.00 | 8,123 | +Inf | 12-31-2023 | |
| GABELLI DIVID & INCOME TR | COM | 353 | $428,174 | 19,786 | 0.00 | 0.00 | -1,326 | -6.28 | 12-31-2023 |
| BILL HOLDINGS INC | COM | 354 | $422,392 | 5,177 | 0.00 | 5,177 | +Inf | 12-31-2023 |
