Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARETE WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 744 | 1,311,369,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US MIDCP EARNING | 951 | $220,148 | 3,836 | 0.00 | 3,836 | +Inf | 12-31-2023 | |
| INTELLIA THERAPEUTICS INC | COM | 952 | $220,138 | 7,220 | 0.00 | 0.00 | 182 | 2.59 | 12-31-2023 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 953 | $219,810 | 7,505 | 0.00 | 0.00 | -1,529 | -16.92 | 12-31-2023 |
| PAYCHEX INC | COM | 954 | $219,765 | 1,845 | 0.00 | 1,845 | +Inf | 12-31-2023 |
