Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AMERITAS ADVISORY SERVICES LLC | 07-26-2024 | 06-30-2024 | 897 | 2,652,592,831 |
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 |