Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 751 | $130,000 | 3,605 | 0.01 | 3,605 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 752 | $130,000 | 2,146 | 0.01 | 0.02 | -360 | -14.37 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 753 | $129,000 | 1,721 | 0.01 | 0.01 | 420 | 32.28 | 12-31-2023 |
| ARCH CAP GROUP LTD | ORD | 754 | $128,000 | 1,741 | 0.01 | 1,741 | +Inf | 12-31-2023 |
