Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | 01-18-2024 | 12-31-2023 | 436 | 1,011,245,056 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 151 | $1,385,282 | 2,376 | 0.00 | 0.00 | 573 | 31.78 | 12-31-2023 |
| DISNEY WALT CO | COM | 152 | $1,365,005 | 15,117 | 0.00 | 0.00 | 815 | 5.70 | 12-31-2023 |
| PROLOGIS INC. | COM | 153 | $1,297,212 | 9,731 | 0.00 | 0.00 | 499 | 5.41 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 154 | $1,283,945 | 15,314 | 0.00 | 0.00 | -16,063 | -51.19 | 12-31-2023 |
