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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC COM | Stock | 301 | $273,252 | 2,207 | 0.00 | 0.00 | 152 | 7.40 | 06-30-2024 |
| ISHARES DJ SELECT DIVIDEND | ETF | 302 | $270,995 | 2,240 | 0.00 | 0.00 | -898 | -28.62 | 06-30-2024 |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | ETF | 303 | $265,305 | 11,096 | 0.00 | 11,096 | +Inf | 06-30-2024 | |
| FIFTH THIRD BANCORP COM | Stock | 304 | $259,462 | 7,111 | 0.00 | 0.00 | 68 | 0.97 | 06-30-2024 |
