Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL TECH ETF | 451 | $463,094 | 6,190 | 0.00 | 0.00 | 136 | 2.25 | 03-31-2024 |
| AFLAC INC | COM | 452 | $462,820 | 5,390 | 0.00 | 0.00 | -158 | -2.85 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 453 | $462,597 | 9,117 | 0.00 | 0.00 | -2,070 | -18.50 | 03-31-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 454 | $453,575 | 28,835 | 0.00 | 0.00 | 10,000 | 53.09 | 03-31-2024 |
