Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 07-12-2024 | 06-30-2024 | 53 | 102,455,489 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | US CASH COWS 100 | 1 | $15,433,312 | 283,232 | 0.02 | 0.01 | 15,001 | 5.59 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $12,833,374 | 165,038 | 0.01 | 0.02 | -32,394 | -16.41 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 3 | $9,199,227 | 201,076 | 0.01 | 0.01 | -13,983 | -6.50 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 4 | $9,028,370 | 60,017 | 0.01 | 0.01 | -7,829 | -11.54 | 06-30-2024 |
