Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY ALPHA LLC | 08-21-2024 | 06-30-2024 | 395 | 2,536,838,147 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 301 | $455,115 | 14,116 | 0.00 | 0.00 | -469 | -3.22 | 06-30-2024 |
| IQVIA HLDGS INC | COM | 302 | $451,847 | 2,137 | 0.00 | 0.00 | 656 | 44.29 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 303 | $450,520 | 11,766 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN ELEC PWR CO INC | COM | 304 | $448,102 | 5,107 | 0.00 | 0.00 | 559 | 12.29 | 06-30-2024 |
