Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 254 | 1,359,633,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 401 | $201,786 | 2,586 | 0.00 | 2,586 | +Inf | 12-31-2023 | |
| THE TRADE DESK INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 2,582 | +Inf | 12-31-2023 | |
| FORD MTR CO DEL | COM | 403 | $135,620 | 11,125 | 0.00 | 0.00 | -3,339 | -23.08 | 12-31-2023 |
| UNDER ARMOUR INC | CL A | 404 | $119,536 | 13,599 | 0.00 | 0.00 | -765 | -5.33 | 12-31-2023 |
