Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERACTIVE FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 85 | 180,901,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | INNOVATION ETF | 101 | $693,322 | 13,844 | 0.00 | 0.00 | 2,404 | 21.01 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 102 | $689,261 | 33,953 | 0.00 | 0.00 | 29,897 | 737.11 | 03-31-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 103 | $678,396 | 4,758 | 0.00 | 0.00 | 104 | 2.23 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 104 | $661,283 | 5,904 | 0.00 | 0.00 | 4,783 | 426.67 | 03-31-2024 |
