Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | 08-01-2024 | 06-30-2024 | 2433 | 1,466,914,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CORE EQUITY ALPHA FD | COM | 1051 | $30,000 | 2,000 | 0.00 | 2,000 | +Inf | 06-30-2024 | |
| SPDR SER TR | SPDR S&P 500 ETF | 1052 | $29,932 | 671 | 0.00 | 671 | +Inf | 06-30-2024 | |
| ROYAL GOLD INC | COM | 1053 | $29,788 | 238 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 1054 | $29,708 | 700 | 0.00 | 700 | +Inf | 06-30-2024 |
