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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $5,044,388 | 20,301 | 0.00 | 0.00 | -2,135 | -9.52 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 52 | $4,853,252 | 148,100 | 0.00 | 0.00 | 2,261 | 1.55 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 53 | $4,627,282 | 155,382 | 0.00 | 0.00 | 2,076 | 1.35 | 12-31-2023 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 54 | $4,615,452 | 97,702 | 0.00 | 0.00 | 2,389 | 2.51 | 12-31-2023 |
