Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NWAM LLC | 02-14-2024 | 12-31-2023 | 552 | 1,244,887,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 701 | $223,881 | 12,692 | 0.00 | 0.02 | 338 | 2.74 | 12-31-2023 |
| EVEREST GROUP LTD | COM | 702 | $223,820 | 633 | 0.00 | 633 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | Liquidated | $0 | 0 | 0.02 | 0.05 | -3,040 | -48.33 | 12-31-2023 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 704 | $219,750 | 7,765 | 0.00 | 7,765 | +Inf | 12-31-2023 |
