Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 51 | $2,578,988 | 33,192 | 0.00 | 0.00 | -5,298 | -13.76 | 12-31-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 52 | $2,563,028 | 9,363 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $2,536,173 | 17,996 | 0.00 | 0.00 | -75 | -0.42 | 12-31-2023 |
| CSX CORP | COM | 54 | $2,512,600 | 72,472 | 0.00 | 0.00 | -485 | -0.66 | 12-31-2023 |
