Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER WEALTH PARTNERS INC | 04-18-2024 | 03-31-2024 | 58 | 154,005,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | VICTORYSHS US | 1 | $17,937,027 | 396,486 | 0.01 | 0.01 | 4,677 | 1.19 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $15,297,551 | 251,853 | 0.01 | 0.01 | 201,877 | 403.95 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $13,405,396 | 183,259 | 0.01 | 0.01 | 2,783 | 1.54 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 4 | $12,782,655 | 328,772 | 0.01 | 0.01 | 4,275 | 1.32 | 03-31-2024 |
