Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL CONNECTIONS GROUP INC | 07-26-2024 | 06-30-2024 | 345 | 192,737,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 101 | $68,000 | 87 | 0.04 | 0.07 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | US SMALLCAP FUND | 102 | $63,000 | 1,350 | 0.03 | 0.07 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | ESG ADVNCD HY BD | Liquidated | $0 | 0 | 0.07 | 0.04 | -134 | -8.97 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 104 | $62,000 | 2,148 | 0.03 | 2,148 | +Inf | 06-30-2024 |
