Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 90 | 241,796,190 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLMBRG SH | 51 | $832,098 | 17,540 | 0.00 | 0.00 | -4,846 | -21.65 | 03-31-2024 |
| ABBVIE INC | COM | 52 | $801,604 | 4,402 | 0.00 | 0.00 | -87 | -1.94 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $0 | 0 | 0.00 | 15,754 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | Liquidated | $0 | 0 | 0.00 | 1,789 | +Inf | 12-31-2023 |
