Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORBA WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 97 | 180,695,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 1 | $12,641,183 | 212,029 | 0.01 | 212,029 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 2 | $12,224,121 | 71,286 | 0.01 | 71,286 | +Inf | 03-31-2024 | |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 3 | $10,360,743 | 255,820 | 0.01 | 255,820 | +Inf | 03-31-2024 | |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $7,926,085 | 15,153 | 0.00 | 15,153 | +Inf | 03-31-2024 |
