Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 351 | $367,474 | 650 | 0.00 | 0.00 | -2,937 | -81.88 | 09-30-2023 |
| ATLASSIAN CORPORATION | CL A | 352 | $362,718 | 1,800 | 0.00 | 0.00 | -1,620 | -47.37 | 09-30-2023 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 353 | $342,616 | 7,474 | 0.00 | 7,474 | +Inf | 09-30-2023 | |
| BANK AMERICA CORP | COM | 354 | $332,560 | 12,146 | 0.00 | 0.00 | -40,052 | -76.73 | 09-30-2023 |
