Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECOND HALF FINANCIAL PARTNERS LLC | 05-09-2024 | 03-31-2024 | 65 | 224,866,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | Liquidated | $0 | 0 | 0.05 | 1,100,976 | +Inf | 03-31-2024 | |
| SPDR SER TR | BLOOMBERG 1-3 MO | 2 | $32,407,493 | 353,023 | 0.01 | 0.00 | 344,386 | 3987.33 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $13,465,102 | 166,999 | 0.01 | 0.00 | 160,271 | 2382.15 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 4 | $11,834,246 | 218,183 | 0.01 | 0.00 | 209,332 | 2365.07 | 03-31-2024 |
