Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFS PARTNERS LLC | 04-15-2024 | 03-31-2024 | 472 | 150,801,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US SML CP PWR B | 1 | $18,402,376 | 520,282 | 0.01 | 520,282 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE DIV GRWTH | 2 | $13,641,812 | 234,961 | 0.01 | 234,961 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 3 | $12,299,820 | 620,107 | 0.01 | 620,107 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 4 | $12,180,314 | 362,294 | 0.01 | 362,294 | +Inf | 03-31-2024 |
