Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LM ADVISORS LLC | 05-15-2024 | 03-31-2024 | 246 | 629,911,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS S&P 500 ETF SHS | ETF | 1 | $59,243,000 | 123,699 | 9.40 | 123,699 | +Inf | 03-31-2024 | |
| AMAZON COM INC COM | COM | 2 | $51,200,000 | 287,784 | 8.13 | 287,784 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | ETF | 3 | $35,224,000 | 647,631 | 5.59 | 647,631 | +Inf | 03-31-2024 | |
| SPDR S&P 500 ETF TR TR UNIT | ETF | 4 | $31,895,000 | 60,976 | 5.06 | 60,976 | +Inf | 03-31-2024 |
