Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| U.S. Bancorp | Stock | 51 | $2,659,436 | 59,495 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Bank of America Corp | Stock | 52 | $2,650,030 | 69,885 | 0.00 | 0.00 | 238 | 0.34 | 03-31-2024 |
| Marathon Oil Corp | Stock | 53 | $2,611,134 | 92,136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Cisco Systems Inc | Stock | 54 | $2,577,027 | 51,633 | 0.00 | 0.00 | 987 | 1.95 | 03-31-2024 |
