Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NWAM LLC | 02-14-2024 | 12-31-2023 | 552 | 1,244,887,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 601 | $281,890 | 1,505 | 0.00 | 1,505 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | LITHIUM BTRY ETF | Liquidated | $0 | 0 | 0.03 | 0.03 | -170 | -3.85 | 12-31-2023 |
| WELLS FARGO CO NEW | COM | 603 | $278,449 | 5,657 | 0.00 | 0.03 | -1,238 | -17.96 | 12-31-2023 |
| NUCOR CORP | COM | 604 | $278,158 | 1,598 | 0.00 | 1,598 | +Inf | 12-31-2023 |
