Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS LLC | 04-12-2024 | 03-31-2024 | 117 | 196,923,096 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MD CP GR ETF | 51 | $1,093,311 | 9,579 | 0.00 | 0.00 | -74 | -0.77 | 03-31-2024 |
| CARNIVAL CORP | UNIT 99/99/9999 | 52 | $1,057,933 | 64,745 | 0.00 | 0.00 | 9,475 | 17.14 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 53 | $1,050,257 | 8,960 | 0.00 | 0.00 | 5 | 0.06 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 54 | $1,021,295 | 6,271 | 0.00 | 0.00 | -378 | -5.69 | 03-31-2024 |
