Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC | COM | 501 | $557,704 | 1,170 | 0.00 | 0.00 | 97 | 9.04 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | Liquidated | $0 | 0 | 0.00 | 12,409 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | PUTWRITE STRAT | 503 | $553,350 | 16,617 | 0.00 | 0.00 | -1,858 | -10.06 | 03-31-2024 |
| WELLTOWER INC | COM | 504 | $552,550 | 5,913 | 0.00 | 0.00 | 292 | 5.19 | 03-31-2024 |
