Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFG ADVISORS | 01-19-2024 | 12-31-2023 | 610 | 1,238,427,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE INTL AGGR | 651 | $281,221 | 5,647 | 0.00 | 0.00 | 397 | 7.56 | 12-31-2023 |
| ISHARES TR | CALIF MUN BD ETF | 652 | $280,430 | 4,840 | 0.00 | 0.00 | 693 | 16.71 | 12-31-2023 |
| BIOGEN INC | COM | 653 | $278,437 | 1,076 | 0.00 | 0.00 | 91 | 9.24 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 654 | $276,422 | 1,065 | 0.00 | 0.00 | 160 | 17.68 | 12-31-2023 |
