Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SFG WEALTH MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 95 | 168,441,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $45,047,094 | 86,121 | 0.03 | 0.03 | 2,480 | 2.97 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 2 | $11,224,868 | 119,783 | 0.01 | 0.01 | 5,405 | 4.73 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 3 | $9,354,792 | 63,324 | 0.01 | 0.01 | 3,236 | 5.39 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 4 | $9,079,300 | 104,013 | 0.01 | 0.00 | 9,099 | 9.59 | 03-31-2024 |
