Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH & HOWARD WEALTH MANAGEMENT LLC | 04-11-2024 | 03-31-2024 | 77 | 324,191,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $536,412 | 3,523 | 0.00 | 0.00 | 440 | 14.27 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 52 | $522,163 | 2,507 | 0.00 | 0.00 | -211 | -7.76 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $515,329 | 2,505 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 54 | $497,767 | 3,298 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
