Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETAPP INC | COM | 801 | $258,331 | 2,461 | 0.00 | 0.00 | -81 | -3.19 | 03-31-2024 |
| US FOODS HLDG CORP | COM | 802 | $257,545 | 4,772 | 0.00 | 0.00 | -40 | -0.83 | 03-31-2024 |
| WALGREENS BOOTS ALLIANCE INC | COM | 803 | $256,898 | 11,844 | 0.00 | 0.00 | 4,018 | 51.34 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 26 | 804 | $256,821 | 10,131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
