Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BSW WEALTH PARTNERS | 04-18-2024 | 03-31-2024 | 302 | 590,301,702 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 401 | $212,206 | 2,632 | 0.00 | 2,632 | +Inf | 03-31-2024 | |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 402 | $212,201 | 18,029 | 0.00 | 18,029 | +Inf | 03-31-2024 | |
| SAP SE | SPON ADR | 403 | $211,218 | 1,083 | 0.00 | 1,083 | +Inf | 03-31-2024 | |
| CROWN CASTLE INC | COM | 404 | $210,474 | 1,989 | 0.00 | 0.00 | -580 | -22.58 | 03-31-2024 |
