Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 51 | $23,925,335 | 82,576 | 0.00 | 0.00 | 5,113 | 6.60 | 03-31-2024 |
| NIKE INC | CL B | 52 | $23,857,687 | 253,860 | 0.00 | 0.00 | -8,747 | -3.33 | 03-31-2024 |
| ORACLE CORP | COM | 53 | $23,398,723 | 186,280 | 0.00 | 0.00 | -6,520 | -3.38 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 54 | $23,249,933 | 127,320 | 0.00 | 0.00 | -2,196 | -1.70 | 03-31-2024 |
