Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 04-18-2024 | 03-31-2024 | 1058 | 116,011,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 351 | $26,467 | 115 | 0.00 | 0.00 | -2 | -1.71 | 03-31-2024 |
| ISHARES TR | MODERT ALLOC ETF | 352 | $26,266 | 614 | 0.00 | 0.00 | -61 | -9.04 | 03-31-2024 |
| PHILLIPS 66 | COM | 353 | $25,972 | 159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DUTCH BROS INC | CL A | 354 | $25,476 | 772 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
