Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AUSDAL FINANCIAL PARTNERS INC 01-11-2023 12-31-2023 457 808,360,527
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR SHORT TREAS BD 1 $75,370,329 684,376 0.01 0.00 654,609 2199.11 12-31-2023
VANGUARD WORLD FD EXTENDED DUR Liquidated $0 0 0.01 645,344 +Inf 12-31-2023
ISHARES TR MSCI ACWI ETF 3 $30,381,223 298,528 0.00 0.00 -17,936 -5.67 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 4 $23,197,658 304,711 0.00 0.00 1,726 0.57 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6