Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 551 | $290,000 | 1,533 | 0.02 | 0.01 | 1,223 | 394.52 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 552 | $289,000 | 4,620 | 0.02 | 4,620 | +Inf | 12-31-2023 | |
| EQUINIX INC | COM | 553 | $288,000 | 358 | 0.02 | 358 | +Inf | 12-31-2023 | |
| WORKDAY INC | CL A | 554 | $286,000 | 1,036 | 0.02 | 0.00 | 926 | 841.82 | 12-31-2023 |
