Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS CONSULTING LLC | 07-29-2024 | 06-30-2024 | 648 | 351,918,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC 25 | 401 | $7,946 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 402 | $7,939 | 145 | 0.00 | 0.00 | -141 | -49.30 | 06-30-2024 |
| ISHARES TR | IBONDS DEC 26 | 403 | $7,926 | 313 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | IBONDS DEC 27 | 404 | $7,854 | 314 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
