Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | RBTCS ARTFL INTE | 451 | $656,688 | 20,644 | 0.00 | 0.00 | 446 | 2.21 | 03-31-2024 |
| DOW INC | COM | 452 | $655,989 | 11,323 | 0.00 | 0.00 | -1,501 | -11.70 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 453 | $653,194 | 4,982 | 0.00 | 0.00 | -551 | -9.96 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 454 | $653,120 | 5,722 | 0.00 | 0.00 | 3,388 | 145.16 | 03-31-2024 |
