Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 01-31-2024 | 12-31-2023 | 1320 | 365,922,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $20,169,612 | 104,761 | 0.01 | 0.01 | -36 | -0.03 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 2 | $14,851,962 | 832,976 | 0.00 | 0.00 | 404,949 | 94.61 | 12-31-2023 |
| WISDOMTREE TR | GLB US QTLY DIV | 3 | $14,473,262 | 391,275 | 0.00 | 0.00 | -1,114 | -0.28 | 12-31-2023 |
| WISDOMTREE TR | INTL LRGCAP DV | 4 | $13,324,754 | 270,510 | 0.00 | 0.00 | 8,022 | 3.06 | 12-31-2023 |
