Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P BIOTECH | 601 | $406,139 | 4,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BEST BUY INC | COM | 602 | $405,556 | 4,944 | 0.00 | 0.00 | 2,036 | 70.01 | 03-31-2024 |
| ARK ETF TR | INNOVATION ETF | 603 | $405,164 | 8,090 | 0.00 | 0.00 | -557 | -6.44 | 03-31-2024 |
| CITIZENS FINL GROUP INC | COM | 604 | $404,282 | 11,140 | 0.00 | 0.00 | 2,529 | 29.37 | 03-31-2024 |
