Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BSW WEALTH PARTNERS | 04-18-2024 | 03-31-2024 | 302 | 590,301,702 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $1,914,637 | 31,295 | 0.00 | 0.00 | 939 | 3.09 | 03-31-2024 |
| DELL TECHNOLOGIES INC | CL C | 52 | $1,913,054 | 16,765 | 0.00 | 0.00 | 114 | 0.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 53 | $1,837,944 | 30,106 | 0.00 | 0.00 | -1,417 | -4.50 | 03-31-2024 |
| WALKER & DUNLOP INC | COM | 54 | $1,831,409 | 18,122 | 0.00 | 0.00 | 12,752 | 237.47 | 03-31-2024 |
