Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FOUNDERS FINANCIAL SECURITIES LLC 07-08-2024 06-30-2024 424 1,057,388,782
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 GW 1 $46,016,415 574,272 0.00 0.00 -32,415 -5.34 06-30-2024
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $32,753,912 421,218 0.00 0.00 3,752 0.90 06-30-2024
SPDR SER TR PRTFLO S&P500 VL 3 $32,498,419 666,771 0.00 0.00 -31,312 -4.49 06-30-2024
NVIDIA CORPORATION COM 4 $24,447,277 197,890 0.00 0.00 178,824 937.92 06-30-2024
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