Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | 01-31-2024 | 12-31-2023 | 251 | 495,584,391 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED DIVE | COM | 351 | $208,624 | 17,114 | 0.00 | 0.00 | 354 | 2.11 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 352 | $207,263 | 537 | 0.00 | 537 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 353 | $203,594 | 1,966 | 0.00 | 1,966 | +Inf | 12-31-2023 | |
| LINDE PLC | SHS | 354 | $202,673 | 493 | 0.00 | 493 | +Inf | 12-31-2023 |
