Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 451 | $453,000 | 3,799 | 0.04 | 0.02 | 1,890 | 99.00 | 12-31-2023 |
| PACER FDS TR | LUNT LRG CP ALTR | 452 | $452,000 | 13,459 | 0.04 | 0.08 | -8,276 | -38.08 | 12-31-2023 |
| MICRON TECHNOLOGY INC | COM | 453 | $451,000 | 5,282 | 0.04 | 0.12 | -10,837 | -67.23 | 12-31-2023 |
| BARCLAYS PLC | ADR | 454 | $451,000 | 57,208 | 0.04 | 57,208 | +Inf | 12-31-2023 |
