Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGB WEALTH MANAGEMENT LLC | 08-12-2024 | 06-30-2024 | 277 | 267,403,938 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 201 | $173,884 | 11,264 | 0.00 | 11,264 | +Inf | 06-30-2024 | |
| NUVEEN CORE EQUITY ALPHA FD | COM | 202 | $172,895 | 11,442 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | U.S. MED DVC ETF | 203 | $170,735 | 3,024 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR | S&P OILGAS EXP | 204 | $167,792 | 1,150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
