Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MRA ADVISORY GROUP | 02-12-2024 | 12-31-2023 | 107 | 151,728,086 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $963,717 | 5,666 | 0.00 | 0.00 | 1,659 | 41.40 | 12-31-2023 |
| TESLA INC | COM | 52 | $913,237 | 3,675 | 0.00 | 0.00 | -1,164 | -24.05 | 12-31-2023 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 53 | $870,913 | 17,060 | 0.00 | 0.00 | 1,994 | 13.24 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 54 | $813,182 | 17,055 | 0.00 | 0.00 | 1,451 | 9.30 | 12-31-2023 |
