Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIBERNIA WEALTH PARTNERS LLC | 05-07-2024 | 03-31-2024 | 89 | 147,544,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $26,807,904 | 292,026 | 0.02 | 0.02 | 42,062 | 16.83 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $18,816,619 | 35,973 | 0.01 | 0.01 | -440 | -1.21 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | Liquidated | $0 | 0 | 0.01 | 271,674 | +Inf | 12-31-2023 | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 4 | $10,196,507 | 262,256 | 0.01 | 0.01 | 48,409 | 22.64 | 03-31-2024 |
