Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FOUNDERS FINANCIAL SECURITIES LLC | 07-08-2024 | 06-30-2024 | 424 | 1,057,388,782 |
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 |