Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 401 | $662,780 | 15,925 | 0.00 | 0.00 | -3,335 | -17.32 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 402 | $652,383 | 10,539 | 0.00 | 0.00 | 8,432 | 400.19 | 03-31-2024 |
| SABINE RTY TR | UNIT BEN INT | 403 | $649,543 | 10,215 | 0.00 | 0.00 | 6 | 0.06 | 03-31-2024 |
| ZOETIS INC | CL A | 404 | $639,430 | 3,779 | 0.00 | 0.00 | -6,866 | -64.50 | 03-31-2024 |
