Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIARY PLANNING LLC | 04-29-2024 | 03-31-2024 | 56 | 264,429,707 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | APTUS DEFINED | Liquidated | $0 | 0 | 31.36 | 30.89 | 31,107 | 1.31 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 2 | $35,192,863 | 461,909 | 0.01 | 0.01 | 14,802 | 3.31 | 03-31-2024 |
| ETF SER SOLUTIONS | APTUS COLLARED | Liquidated | $0 | 0 | 14.44 | 14.14 | 9,567 | 0.96 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 4 | $27,409,482 | 288,855 | 0.01 | 0.01 | 7,145 | 2.54 | 03-31-2024 |
