Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VIATRIS INC | COM | 501 | $51,421 | 5,152 | 0.00 | 0.00 | 3,136 | 155.56 | 06-30-2023 |
FORTIVE CORP | COM | 502 | $51,068 | 683 | 0.00 | 0.00 | 31 | 4.75 | 06-30-2023 |
CLOROX CO DEL | COM | 503 | $50,893 | 320 | 0.00 | 0.00 | 25 | 8.47 | 06-30-2023 |
ECOLAB INC | COM | 504 | $50,780 | 272 | 0.00 | 0.00 | 15 | 5.84 | 06-30-2023 |