Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT WEALTH NETWORK INC | 04-11-2024 | 03-31-2024 | 39 | 38,189,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 135 | 0.51 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,753 | -5.91 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $4,171,727 | 83,268 | 0.01 | 0.00 | -49,236 | -37.16 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 4 | $4,140,509 | 56,603 | 0.01 | 0.00 | -63,305 | -52.79 | 03-31-2024 |
