Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 451 | $391,927 | 5,790 | 0.00 | 0.18 | -26,496 | -82.07 | 03-31-2023 |
| ROYAL CARIBBEAN GROUP | COM | 452 | $391,800 | 6,000 | 0.00 | 6,000 | +Inf | 03-31-2023 | |
| BATH & BODY WORKS INC | COM | 453 | $391,040 | 10,690 | 0.00 | 0.03 | 5,999 | 127.88 | 03-31-2023 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 454 | $391,011 | 18,195 | 0.00 | 18,195 | +Inf | 03-31-2023 |
