Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 51 | $4,868,986 | 99,795 | 0.00 | 0.03 | 94,281 | 1709.85 | 03-31-2023 |
| ISHARES TR | RUS 1000 ETF | 52 | $4,489,735 | 19,934 | 0.00 | 0.11 | 14,959 | 300.68 | 03-31-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $4,466,118 | 42,943 | 0.00 | 0.35 | 41,449 | 2774.36 | 03-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 54 | $4,293,145 | 17,436 | 0.00 | 0.62 | 957 | 5.81 | 03-31-2023 |
