Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABLE FINANCIAL GROUP LLC | 05-10-2024 | 03-31-2024 | 158 | 254,597,067 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 51 | $971,646 | 2,001 | 0.00 | 0.00 | 228 | 12.86 | 03-31-2024 |
| FIRST TR VALUE LINE DIVID IN | SHS | 52 | $968,404 | 22,932 | 0.00 | 0.00 | -993 | -4.15 | 03-31-2024 |
| ALIGN TECHNOLOGY INC | COM | 53 | $949,000 | 2,894 | 0.00 | 0.00 | 364 | 14.39 | 03-31-2024 |
| DAVITA INC | COM | 54 | $937,636 | 6,792 | 0.00 | 0.00 | -452 | -6.24 | 03-31-2024 |
