Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Novartis AG ADR | ADR | 401 | $222,881 | 2,304 | 0.00 | 0.00 | -10 | -0.43 | 03-31-2024 |
| iShares US Technology ETF | ETF | 402 | $221,769 | 1,642 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Ansys Inc | Stock | 403 | $220,447 | 635 | 0.00 | 0.00 | -98 | -13.37 | 03-31-2024 |
| iShares TIPS Bond ETF | ETF | 404 | $219,653 | 2,045 | 0.00 | 0.00 | -750 | -26.83 | 03-31-2024 |
