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 |
|---|---|---|---|---|---|---|---|---|---|
| HOLLEY INC COM | Stock | 401 | $75,864 | 21,191 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUVEEN PREFERRED AND CONVERTIBLE INCOME FU | CEF | 402 | $75,258 | 10,075 | 0.00 | 10,075 | +Inf | 06-30-2024 |
