Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 501 | $256,198 | 1,121 | 0.00 | 0.00 | -865 | -43.55 | 09-30-2023 |
| CANADIAN PACIFIC KANSAS CITY | COM | 502 | $255,970 | 3,440 | 0.00 | 0.00 | -17,031 | -83.20 | 09-30-2023 |
| PRICE T ROWE GROUP INC | COM | 503 | $244,252 | 2,329 | 0.00 | 0.00 | -1,964 | -45.75 | 09-30-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 504 | $240,037 | 4,485 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
