Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 08-13-2024 | 06-30-2024 | 288 | 797,172,832 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL SELECT SECTOR SPDR | ETF | 151 | $1,011,573 | 24,606 | 0.00 | 0.00 | -1,169 | -4.54 | 06-30-2024 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 152 | $948,018 | 11,831 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FISERV INC | Stock | 153 | $941,907 | 6,320 | 0.00 | 0.00 | -18 | -0.28 | 06-30-2024 |
| UTILITIES SELECT SECTOR SPDR | ETF | 154 | $927,516 | 13,612 | 0.00 | 0.00 | 1,684 | 14.12 | 06-30-2024 |
