Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRUE PRIVATE WEALTH ADVISORS 01-30-2024 12-31-2023 290 790,075,944
Institutional Holdings
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
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