Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANNER CORP | COM NEW | 351 | $214,668 | 4,008 | 0.00 | 4,008 | +Inf | 12-31-2023 | |
CITIGROUP INC | COM NEW | 352 | $213,195 | 4,145 | 0.00 | 4,145 | +Inf | 12-31-2023 | |
OLD REP INTL CORP | COM | 353 | $212,121 | 7,215 | 0.00 | 7,215 | +Inf | 12-31-2023 | |
ISHARES TR | US REGNL BKS ETF | 354 | $211,942 | 5,066 | 0.00 | 5,066 | +Inf | 12-31-2023 |