Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
180 WEALTH ADVISORS LLC 04-06-2023 03-31-2023 365 429,801,430
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KRAFT HEINZ CO COM 401 $246,985 6,387 0.00 0.00 -37 -0.58 03-31-2023
VERTEX PHARMACEUTICALS INC COM 402 $246,227 782 0.00 0.00 87 12.52 03-31-2023
NOKIA CORP SPONSORED ADR 403 $244,813 49,860 0.00 0.00 9,570 23.75 03-31-2023
ISHARES INC CORE MSCI EMKT 404 $244,779 5,017 0.00 0.00 -309 -5.80 03-31-2023
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