Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1 | $38,307,690 | 91,096 | 0.00 | 0.00 | -4,548 | -4.76 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $32,885,647 | 78,165 | 0.00 | 0.00 | -6,283 | -7.44 | 03-31-2024 |
| APPLE INC COM | Stock | 3 | $32,064,422 | 186,986 | 0.00 | 0.00 | -9,670 | -4.92 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 4 | $26,018,133 | 428,352 | 0.00 | 0.00 | 345,386 | 416.30 | 03-31-2024 |
