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 |
|---|---|---|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | 551 | $229,149 | 5,042 | 0.00 | 0.00 | -2,276 | -31.10 | 09-30-2023 |
| ULTA BEAUTY INC | COM | 552 | $227,687 | 570 | 0.00 | 0.00 | -377 | -39.81 | 09-30-2023 |
| AMGEN INC | COM | 553 | $221,598 | 825 | 0.00 | 0.00 | -2,525 | -75.37 | 09-30-2023 |
| PIPER SANDLER COMPANIES | COM | 554 | $217,965 | 1,500 | 0.00 | 1,500 | +Inf | 09-30-2023 |
