Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 551 | $42,638 | 987 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| KINDER MORGAN INC DEL | COM | 552 | $42,620 | 2,475 | 0.00 | 0.00 | 409 | 19.80 | 06-30-2023 |
| RIO TINTO PLC | SPONSORED ADR | 553 | $42,390 | 664 | 0.00 | 0.00 | 54 | 8.85 | 06-30-2023 |
| GALLAGHER ARTHUR J & CO | COM | 554 | $42,157 | 192 | 0.00 | 0.00 | 2 | 1.05 | 06-30-2023 |
