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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK NEXT GENERATION INTERNET ETF | ETF | 351 | $200,094 | 2,564 | 0.00 | 0.00 | -27 | -1.04 | 06-30-2024 |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 352 | $199,782 | 11,508 | 0.00 | 0.00 | -172 | -1.47 | 06-30-2024 |
| FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM | CEF | 353 | $199,464 | 10,013 | 0.00 | 0.00 | -465 | -4.44 | 06-30-2024 |
| ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | Stock | 354 | $164,608 | 10,148 | 0.00 | 0.00 | 5 | 0.05 | 06-30-2024 |
