Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $1,685,236 | 4,257 | 0.00 | 0.00 | -5,052 | -54.27 | 09-30-2023 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,673,654 | 11,474 | 0.00 | 0.00 | -24,256 | -67.89 | 09-30-2023 |
| HOME DEPOT INC | COM | 53 | $1,637,197 | 5,418 | 0.00 | 0.00 | -17,866 | -76.73 | 09-30-2023 |
| LULULEMON ATHLETICA INC | COM | 54 | $1,537,041 | 3,986 | 0.00 | 0.00 | -2,480 | -38.35 | 09-30-2023 |
