Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P RETAIL ETF | 401 | $372,324 | 5,148 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPHERE ENTERTAINMENT CO | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -80 | -0.75 | 12-31-2023 |
| AMERICAN ELEC PWR CO INC | COM | 403 | $369,064 | 4,544 | 0.00 | 0.00 | -61 | -1.32 | 12-31-2023 |
| COCA COLA CO | COM | 404 | $364,086 | 6,178 | 0.00 | 0.00 | -611 | -9.00 | 12-31-2023 |
