Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 601 | $458,709 | 9,226 | 0.00 | 9,226 | +Inf | 12-31-2023 | |
| TAYLOR MORRISON HOME CORP | COM | 602 | $456,143 | 8,550 | 0.00 | 8,550 | +Inf | 12-31-2023 | |
| HILTON WORLDWIDE HLDGS INC | COM | 603 | $454,679 | 2,497 | 0.00 | 0.00 | 130 | 5.49 | 12-31-2023 |
| CUMMINS INC | COM | 604 | $453,314 | 1,892 | 0.00 | 0.00 | -62 | -3.17 | 12-31-2023 |
