Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYMPHONY FINANCIAL LTD CO | 04-17-2024 | 03-31-2024 | 192 | 429,154,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $30,781,859 | 479,842 | 0.01 | 0.01 | 25,507 | 5.61 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $20,014,395 | 273,608 | 0.00 | 0.00 | 49,206 | 21.93 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $14,960,503 | 35,559 | 0.00 | 0.00 | -6,160 | -14.77 | 03-31-2024 |
| WISDOMTREE TR | YIELD ENHANCD US | 4 | $13,387,717 | 308,473 | 0.00 | 0.00 | 42,215 | 15.85 | 03-31-2024 |
