Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGB WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 264 | 246,167,033 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 151 | $332,979 | 21,849 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACKAGING CORP AMER | COM | 152 | $320,728 | 1,690 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STEEL DYNAMICS INC | COM | 153 | $319,880 | 2,158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | MSCI JPN ETF NEW | 154 | $319,685 | 4,481 | 0.00 | 0.00 | 900 | 25.13 | 03-31-2024 |
