Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALL SEASON FINANCIAL ADVISORS INC | 04-17-2024 | 03-31-2024 | 99 | 120,710,310 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 201 | $360,610 | 16,626 | 0.00 | 16,626 | +Inf | 03-31-2024 | |
| REAVES UTIL INCOME FD | COM SH BEN INT | 202 | $357,935 | 13,277 | 0.00 | 13,277 | +Inf | 03-31-2024 | |
| EPR PPTYS | COM SH BEN INT | 203 | $354,817 | 8,358 | 0.00 | 0.00 | -1,304 | -13.50 | 03-31-2024 |
| ISHARES TR | US HOME CONS ETF | 204 | $351,478 | 3,036 | 0.00 | 0.00 | -1,004 | -24.85 | 03-31-2024 |
