Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC | 04-24-2024 | 03-31-2024 | 626 | 2,051,678,590 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 201 | $1,561,331 | 44,017 | 0.00 | 44,017 | +Inf | 03-31-2024 | |
| PFIZER INC | COM | 202 | $1,538,357 | 60,589 | 0.00 | 60,589 | +Inf | 03-31-2024 | |
| AMGEN INC | COM | 203 | $1,490,562 | 5,673 | 0.00 | 5,673 | +Inf | 03-31-2024 | |
| OTTER TAIL CORP | COM | 204 | $1,482,002 | 18,010 | 0.00 | 18,010 | +Inf | 03-31-2024 |
