Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | TIPS BD ETF | 901 | $14,744 | 137 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EXTRA SPACE STORAGE INC | COM | 902 | $14,736 | 99 | 0.00 | 0.00 | 35 | 54.69 | 06-30-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 903 | $14,724 | 550 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 904 | $14,716 | 100 | 0.00 | 0.00 | 12 | 13.64 | 06-30-2023 |
