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 |
|---|---|---|---|---|---|---|---|---|---|
| CATALENT INC | COM | 601 | $210,048 | 4,675 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 602 | $209,589 | 1,913 | 0.00 | 1,913 | +Inf | 12-31-2023 | |
| ALTRIA GROUP INC | COM | 603 | $209,391 | 5,191 | 0.00 | 0.00 | 155 | 3.08 | 12-31-2023 |
| OTIS WORLDWIDE CORP | COM | 604 | $209,089 | 2,337 | 0.00 | 2,337 | +Inf | 12-31-2023 |
