Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EXECUTIVE WEALTH MANAGEMENT LLC 01-26-2024 12-31-2023 215 1,062,658,135
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AFLAC INC COM 401 $284,967 3,454 0.00 0.00 58 1.71 12-31-2023
ISHARES TR IBDS DEC28 ETF 402 $284,305 11,331 0.00 11,331 +Inf 12-31-2023
DYNAVAX TECHNOLOGIES CORP COM NEW 403 $279,600 20,000 0.00 20,000 +Inf 12-31-2023
CMS ENERGY CORP COM 404 $270,800 4,663 0.00 0.00 24 0.52 12-31-2023
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