Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROLLINS INC | COM | 401 | $836,885 | 18,087 | 0.00 | 0.00 | 465 | 2.64 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 402 | $836,287 | 12,621 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| L3HARRIS TECHNOLOGIES INC | COM | 403 | $836,087 | 3,923 | 0.00 | 0.00 | 615 | 18.59 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 404 | $830,165 | 6,623 | 0.00 | 0.00 | -4 | -0.06 | 03-31-2024 |
