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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 301 | $452,110 | 1,870 | 0.00 | 0.00 | -116 | -5.84 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 302 | $446,615 | 26,489 | 0.00 | 0.00 | 4,110 | 18.37 | 12-31-2023 |
| METLIFE INC | COM | 303 | $436,850 | 6,605 | 0.00 | 0.00 | -365 | -5.24 | 12-31-2023 |
| APPLIED MATLS INC | COM | 304 | $434,419 | 2,680 | 0.00 | 0.00 | 2 | 0.07 | 12-31-2023 |
