Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOUR INVESTMENTS INC | 07-26-2024 | 06-30-2024 | 3291 | 2,964,418,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 51 | $10,203,846 | 345,191 | 0.00 | 345,191 | +Inf | 06-30-2024 | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 52 | $10,161,645 | 308,959 | 0.00 | 0.00 | 34,206 | 12.45 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $10,156,802 | 95,226 | 0.00 | 0.00 | -8,330 | -8.04 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 54 | $10,052,220 | 208,856 | 0.00 | 0.00 | 26,558 | 14.57 | 06-30-2024 |
