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
MGM RESORTS INTERNATIONAL COM 901 $218,302 4,624 0.00 0.00 139 3.10 03-31-2024
ORGANON & CO COMMON STOCK 902 $217,696 11,579 0.00 11,579 +Inf 03-31-2024
WISDOMTREE TR EMG MKTS SMCAP 903 $217,536 4,277 0.00 0.00 3 0.07 03-31-2024
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 904 $216,918 3,221 0.00 0.00 -2,064 -39.05 03-31-2024
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