Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 51 | $1,122,625 | 21,697 | 0.00 | 0.00 | 498 | 2.35 | 06-30-2023 |
| UNITEDHEALTH GROUP INC | COM | 52 | $1,072,788 | 2,232 | 0.00 | 0.00 | -57 | -2.49 | 06-30-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 53 | $1,059,492 | 18,893 | 0.00 | 0.00 | 203 | 1.09 | 06-30-2023 |
| ORACLE CORP | COM | 54 | $1,043,382 | 8,761 | 0.00 | 0.00 | -245 | -2.72 | 06-30-2023 |
