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 |
|---|---|---|---|---|---|---|---|---|---|
| READY CAPITAL CORP | COM | 651 | $186,335 | 18,179 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CALAMOS GBL DYN INCOME FUND | COM | 652 | $178,426 | 30,923 | 0.00 | 0.00 | -4,940 | -13.77 | 12-31-2023 |
| VANECK ETF TRUST | MORTGAGE REIT | 653 | $174,641 | 14,775 | 0.00 | 14,775 | +Inf | 12-31-2023 | |
| BLACKROCK RES & COMMODITIES | SHS | 654 | $162,843 | 18,338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
