Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AMERITAS ADVISORY SERVICES LLC 07-26-2024 06-30-2024 897 2,652,592,831
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $85,884,391 407,769 0.00 0.00 -54,585 -11.81 06-30-2024
INVESCO QQQ TR UNIT SER 1 2 $83,886,261 175,088 0.00 0.00 1,004 0.58 06-30-2024
SCHWAB STRATEGIC TR US DIVIDEND EQ 3 $67,326,508 865,824 0.00 0.00 -12,922 -1.47 06-30-2024
WISDOMTREE TR ITL HDG QTLY DIV 4 $53,765,251 1,179,321 0.00 0.00 129,002 12.28 06-30-2024
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