Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Marathon Oil Corp | COM | Liquidated | $0 | 0 | 0.00 | 439 | +Inf | 12-31-2023 | |
| S&P GLOBAL INC COM | COM | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 12-31-2023 | |
| Vanguard S&P Mid Cap 400 | MIDCP 400 VAL | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 12-31-2023 | |
| Prologis Inc | COM | Liquidated | $0 | 0 | 0.00 | 98 | +Inf | 12-31-2023 |
