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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 1 3 YR TREAS BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NORTHERN TR CORP | COM | 852 | $236,705 | 2,662 | 0.00 | 0.00 | -33 | -1.22 | 03-31-2024 |
| VICI PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 8,134 | +Inf | 12-31-2023 | |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,145 | 10.01 | 12-31-2023 |
