Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLWETHER ADVISORS LLC | 05-06-2024 | 03-31-2024 | 118 | 455,184,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 51 | $3,874,701 | 108,993 | 0.00 | 0.00 | -441 | -0.40 | 03-31-2024 |
| ABBVIE INC | COM | 52 | $3,833,751 | 21,053 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 53 | $3,743,521 | 108,445 | 0.00 | 0.00 | -11,618 | -9.68 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 54 | $3,480,963 | 18,580 | 0.00 | 0.00 | -152 | -0.81 | 03-31-2024 |
