Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | 04-05-2023 | 03-31-2023 | 351 | 185,809,568 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Wells Fargo & Co | COM | 351 | $1,869 | 50 | 0.00 | 50 | +Inf | 03-31-2023 | |
Lululemon Athletica Inc Com Usd0.005 | COM | 352 | $1,821 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
Bristol-Myers Squibb Company | COM | 353 | $1,733 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
Snap Inc Cl A | COM | 354 | $1,682 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |