Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT LLC | 08-12-2022 | 06-30-2022 | 399 | 8,024,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | GLB X MLP ENRG I | 451 | $217,000 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| ISHARES TR | GOV/CRED BD ETF | 452 | $214,000 | 1,931 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| AIR PRODS & CHEMS INC | COM | 453 | $213,000 | 858 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 454 | $210,000 | 3,891 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
