Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Moodys Corp | COM | Liquidated | $0 | 0 | 0.00 | 61 | +Inf | 12-31-2023 | |
| 3 D Systems Corp | COM NEW | Liquidated | $0 | 0 | 0.00 | 3,921 | +Inf | 12-31-2023 | |
| Broadridge Finl Solu | COM | Liquidated | $0 | 0 | 0.00 | 107 | +Inf | 12-31-2023 | |
| MAINSTAY DEFINEDTERM MUN OPPOR COM | COM | Liquidated | $0 | 0 | 0.00 | 1,200 | +Inf | 12-31-2023 |
