Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COOPER FINANCIAL GROUP 07-12-2024 06-30-2024 372 680,182,885
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO QQQ TR UNIT SER 1 1 $32,056,678 66,909 0.00 0.00 8,698 14.94 06-30-2024
APPLE INC COM 2 $30,387,763 144,278 0.00 0.00 3,286 2.33 06-30-2024
SCHWAB STRATEGIC TR US LCAP VA ETF 3 $29,756,955 401,687 0.00 0.00 65,897 19.62 06-30-2024
PACER FDS TR US CASH COWS 100 4 $28,026,668 514,345 0.00 0.00 81,187 18.74 06-30-2024
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