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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 951 | $40,706 | 1,650 | 0.00 | 1,650 | +Inf | 06-30-2024 | |
| ISHARES TR | MORNINGSTAR GRWT | 952 | $40,705 | 500 | 0.00 | 500 | +Inf | 06-30-2024 | |
| VANECK ETF TRUST | LONG MUNI ETF | 953 | $40,703 | 2,279 | 0.00 | 2,279 | +Inf | 06-30-2024 | |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 954 | $40,416 | 2,400 | 0.00 | 2,400 | +Inf | 06-30-2024 |
