Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC | COM | 401 | $329,556 | 1,675 | 0.00 | 0.00 | -1,345 | -44.54 | 09-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 402 | $328,621 | 4,803 | 0.00 | 0.00 | -1,988 | -29.27 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 403 | $327,123 | 4,623 | 0.00 | 0.00 | -9,076 | -66.25 | 09-30-2023 |
| LOWES COS INC | COM | 404 | $321,128 | 1,545 | 0.00 | 0.00 | -1,987 | -56.26 | 09-30-2023 |
