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 | BLOOMBERG 1-3 MO | Liquidated | $0 | 0 | 0.00 | 3,888 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 652 | $354,944 | 7,005 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BIOGEN INC | COM | 653 | $354,711 | 1,645 | 0.00 | 0.00 | 237 | 16.83 | 03-31-2024 |
| MARATHON OIL CORP | COM | 654 | $354,137 | 12,496 | 0.00 | 0.00 | -909 | -6.78 | 03-31-2024 |
