Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIDWEST FINANCIAL GROUP LLC | 04-11-2024 | 03-31-2024 | 104 | 148,843,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $9,925,000 | 123,097 | 0.01 | 0.01 | -15,314 | -11.06 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 2 | $7,542,000 | 41,788 | 0.01 | 0.00 | -535 | -1.26 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 3 | $7,046,000 | 83,440 | 0.00 | 0.00 | 31,339 | 60.15 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,549,000 | 38,192 | 0.00 | 0.01 | 1,561 | 4.26 | 03-31-2024 |
