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 |
|---|---|---|---|---|---|---|---|---|---|
| SEACOAST BKG CORP FLA | COM NEW | 551 | $204,517 | 7,186 | 0.00 | 7,186 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | US PFD ETF | 552 | $204,030 | 10,517 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 553 | $202,322 | 8,177 | 0.00 | 8,177 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. UTILITS ETF | 554 | $200,945 | 2,514 | 0.00 | 0.00 | -1,854 | -42.45 | 12-31-2023 |
