Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WT WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 109 | 253,119,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HARBOR ETF TRUST | SCIENTIFIC HIGH | 51 | $2,449,091 | 54,133 | 0.00 | 54,133 | +Inf | 12-31-2023 | |
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 52 | $2,218,263 | 44,472 | 0.00 | 44,472 | +Inf | 12-31-2023 | |
| MCDONALDS CORP | COM | 53 | $2,053,165 | 6,924 | 0.00 | 0.00 | 2,007 | 40.82 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 54 | $2,051,019 | 26,285 | 0.00 | 0.00 | -10,487 | -28.52 | 12-31-2023 |
