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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 201 | $839,060 | 16,608 | 0.00 | 0.00 | -27,356 | -62.22 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 202 | $823,758 | 13,562 | 0.00 | 0.00 | 1,446 | 11.93 | 12-31-2023 |
| TWO RDS SHARED TR | LDRSHS ALPFACT | 203 | $822,462 | 23,868 | 0.00 | 0.00 | 18 | 0.08 | 12-31-2023 |
| TWO RDS SHARED TR | LEASERSHS ALPHAF | 204 | $817,303 | 23,710 | 0.00 | 0.00 | -263 | -1.10 | 12-31-2023 |
