Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT SERVICES LLC | 04-15-2024 | 03-31-2024 | 54 | 1,163,247,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $327,605,102 | 5,324,315 | 0.03 | 0.01 | 3,341,587 | 168.53 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2 | $92,138,368 | 2,570,825 | 0.01 | 0.01 | 326,573 | 14.55 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | Liquidated | $0 | 0 | 0.01 | 564,044 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA QLT FCT | 4 | $49,957,634 | 303,971 | 0.00 | 0.00 | 179,982 | 145.16 | 03-31-2024 |
