Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PELOTON WEALTH STRATEGISTS | 02-15-2024 | 12-31-2023 | 93 | 230,904,769,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | ETF | 51 | $5,334,000 | 231,200 | 1.46 | 2.15 | 18,800 | 8.85 | 12-31-2023 |
| YETI HLDGS INC COM | Stock | 52 | $4,460,000 | 86,125 | 1.22 | 1.92 | -186 | -0.22 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 53 | $3,946,000 | 41,500 | 1.08 | 1.85 | -875 | -2.06 | 12-31-2023 |
| ABBVIE INC COM | Stock | 54 | $3,875,000 | 25,005 | 1.06 | 1.86 | -2,090 | -7.71 | 12-31-2023 |
