Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 485 | 616,385,583 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BAXTER INTL INC | COM | 501 | $263,810 | 6,824 | 0.00 | 0.00 | -638 | -8.55 | 12-31-2023 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 502 | $259,575 | 3,357 | 0.00 | 0.00 | -134 | -3.84 | 12-31-2023 |
| ROGERS COMMUNICATIONS INC | CL B | 503 | $256,894 | 5,488 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 504 | $256,140 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
