Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL BK CDA | COM | 501 | $331,189 | 3,283 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | MATERIALS ETF | 502 | $328,118 | 1,605 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VALERO ENERGY CORP | COM | 503 | $327,895 | 1,921 | 0.00 | 0.00 | -113 | -5.56 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 504 | $327,492 | 10,723 | 0.00 | 0.00 | 43 | 0.40 | 03-31-2024 |
