Position Size ($1000s)
$0
| $3,141
| 09/30/2023 | 12/31/2023 | Share Count
0
| 74,689
| 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
WISDOMTREE TR |
74,689 |
$3,141 | USMF | 74,689 | $3,141 |
Top Stocks Held at 03/31/2024: IVV, MSFT, OACP, AAPL, AMZN, More »
Size ($ in 1000's)
At 12/31/2023: $6,461,929 At 09/30/2023: $5,638,893
Combined Holding Report Includes:
Atria Investments Inc Vivaldi Capital Management LP Ausdal Financial Partners Inc. OneAscent Financial Services LLC Pinnacle Wealth Planning Services Inc. PEAK CAPITAL MANAGEMENT LLC Belpointe Asset Management LLC CENTAURUS FINANCIAL INC. WealthBridge Capital Management LLC Cascadia Advisory Services LLC Wealth Alliance F3Logic LLC Summit Financial LLC Eagle Bay Advisors LLC DRIVE WEALTH MANAGEMENT LLC
Atria Investments Inc Top Holdings
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