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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 151 | $3,789,716 | 76,529 | 0.00 | 0.00 | 8,612 | 12.68 | 06-30-2024 |
VANGUARD INDEX FDS | SM CP VAL ETF | 152 | $3,765,675 | 20,632 | 0.00 | 0.00 | 1,582 | 8.30 | 06-30-2024 |
INVESCO EXCH TRADED FD TR II | GBL CLEAN ENRG | 153 | $3,725,886 | 275,583 | 0.00 | 0.00 | 22,934 | 9.08 | 06-30-2024 |
COCA COLA CO | COM | 154 | $3,675,890 | 57,752 | 0.00 | 0.00 | 683 | 1.20 | 06-30-2024 |