Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P METALS MNG | 701 | $2,992 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOFI TECHNOLOGIES INC | COM | 702 | $2,985 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOCUSIGN INC | COM | 703 | $2,973 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | EXPONENTIAL TECH | 704 | $2,934 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
