Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT PLANNING ADVISORS INC | 07-22-2024 | 06-30-2024 | 59 | 195,977,007 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $23,675,863 | 369,935 | 0.01 | 369,935 | +Inf | 06-30-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 2 | $13,436,939 | 145,076 | 0.01 | 145,076 | +Inf | 06-30-2024 | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 3 | $12,656,779 | 64,212 | 0.01 | 64,212 | +Inf | 06-30-2024 | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 4 | $12,650,009 | 123,079 | 0.01 | 123,079 | +Inf | 06-30-2024 |
