Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT GROUP | 04-22-2024 | 03-31-2024 | 101 | 219,813,902 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 51 | $1,862,459 | 6,461 | 0.00 | 0.00 | -235 | -3.51 | 03-31-2024 |
| TRACTOR SUPPLY CO | COM | 52 | $1,759,640 | 6,961 | 0.00 | 0.00 | 455 | 6.99 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 53 | $1,750,049 | 23,836 | 0.00 | 0.00 | 2,242 | 10.38 | 03-31-2024 |
| KB HOME | COM | 54 | $1,744,747 | 28,588 | 0.00 | 0.00 | 1,514 | 5.59 | 03-31-2024 |
