Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 1115 | 3,176,111,172 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 701 | $605,010 | 20,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 702 | $603,550 | 18,582 | 0.00 | 0.00 | -900 | -4.62 | 03-31-2024 |
| BEST BUY INC | COM | 703 | $603,508 | 7,357 | 0.00 | 0.00 | 2,313 | 45.86 | 03-31-2024 |
| ISHARES TR | RUS TP200 GR ETF | 704 | $603,444 | 3,093 | 0.00 | 0.00 | 650 | 26.61 | 03-31-2024 |
