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 |
|---|---|---|---|---|---|---|---|---|---|
| SONY GROUP CORP | SPONSORED ADR | 951 | $204,919 | 2,390 | 0.00 | 2,390 | +Inf | 03-31-2024 | |
| TFS FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -124 | -0.71 | 12-31-2023 |
| CHESAPEAKE ENERGY CORP | COM | 953 | $203,428 | 2,290 | 0.00 | 2,290 | +Inf | 03-31-2024 | |
| ISHARES TR | IBONDS DEC2023 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
