Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEXT LEVEL PRIVATE LLC | 04-15-2024 | 03-31-2024 | 131 | 217,832,900 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | SHS | 1 | $17,391,028 | 411,817 | 0.01 | 0.01 | -7,752 | -1.85 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 2 | $12,001,320 | 59,917 | 0.01 | 0.01 | 4,709 | 8.53 | 03-31-2024 |
| CARLISLE COS INC | COM | 3 | $10,389,997 | 26,515 | 0.00 | 0.01 | -6,894 | -20.64 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 4 | $9,552,817 | 54,423 | 0.00 | 0.00 | -430 | -0.78 | 03-31-2024 |
