Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASCENT GROUP LLC | 05-15-2024 | 03-31-2024 | 496 | 1,135,254,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P400 | 351 | $965,881 | 18,108 | 0.00 | 0.00 | -4,860 | -21.16 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 352 | $963,221 | 11,946 | 0.00 | 0.00 | -1,878 | -13.59 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 353 | $962,057 | 5,489 | 0.00 | 0.00 | -744 | -11.94 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 354 | $961,445 | 16,747 | 0.00 | 16,747 | +Inf | 03-31-2024 |
