Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 11-08-2023 | 09-30-2023 | 156 | 451,408,876 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | CWP ENHANCED DIV | 1 | $37,662,357 | 1,084,433 | 0.01 | 0.01 | 155,436 | 16.73 | 09-30-2023 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 2 | $23,190,905 | 1,066,739 | 0.01 | 0.01 | 56,846 | 5.63 | 09-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $20,811,228 | 97,977 | 0.00 | 0.01 | -42,264 | -30.14 | 09-30-2023 |
| MICROSOFT CORP | COM | 4 | $17,687,763 | 56,018 | 0.00 | 0.00 | 2,362 | 4.40 | 09-30-2023 |
