Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 451 | $312,604 | 4,799 | 0.00 | 0.00 | 2 | 0.04 | 12-31-2023 |
| TRUIST FINL CORP | COM | 452 | $310,510 | 8,410 | 0.00 | 0.00 | -286 | -3.29 | 12-31-2023 |
| HILTON WORLDWIDE HLDGS INC | COM | 453 | $310,464 | 1,705 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHERN CO | COM | 454 | $310,284 | 4,425 | 0.00 | 0.00 | -106 | -2.34 | 12-31-2023 |
