Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP LLC | 05-17-2024 | 03-31-2024 | 133 | 128,529,841 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400VL ETF | 51 | $829,568 | 7,013 | 0.00 | 0.00 | 296 | 4.41 | 03-31-2024 |
| PULTE GROUP INC | COM | 52 | $827,333 | 6,859 | 0.00 | 0.00 | -72 | -1.04 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,466 | -66.40 | 12-31-2023 |
| CROWN CASTLE INC | COM | Liquidated | $0 | 0 | 0.00 | 6,794 | +Inf | 03-31-2024 |
