Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LAUREL WEALTH ADVISORS INC 02-14-2023 12-31-2022 641 1,014,176,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALCOA CORP COM Stock 651 $560,000 14,421 0.06 14,421 +Inf 12-31-2022
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF ETF 652 $560,000 11,708 0.06 0.04 3,744 47.01 12-31-2022
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 653 $557,000 11,777 0.05 11,777 +Inf 12-31-2022
INVESCO DYNAMIC SEMICONDUCTORS ETF ETF 654 $555,000 5,542 0.05 0.05 230 4.33 12-31-2022
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6