Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 451 | $279,786 | 1,795 | 0.00 | 0.00 | -5,586 | -75.68 | 09-30-2023 |
| BP PLC | SPONSORED ADR | 452 | $276,796 | 7,149 | 0.00 | 0.00 | -8,880 | -55.40 | 09-30-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 453 | $273,442 | 1,668 | 0.00 | 0.00 | -2,569 | -60.63 | 09-30-2023 |
| ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 454 | $263,369 | 14,888 | 0.00 | 0.00 | -1,665 | -10.06 | 09-30-2023 |
