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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHROP GRUMMAN CORP | COM | 551 | $232,403 | 496 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IDEXX LABS INC | COM | 552 | $230,679 | 416 | 0.00 | 416 | +Inf | 12-31-2023 | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 553 | $230,048 | 4,089 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 554 | $228,897 | 1,953 | 0.00 | 0.00 | -280 | -12.54 | 12-31-2023 |
