Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TREASURE COAST FINANCIAL PLANNING | 04-26-2024 | 03-31-2024 | 34 | 152,933,837 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $32,747,357 | 510,481 | 0.02 | 0.02 | -18,208 | -3.44 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2 | $18,674,803 | 521,060 | 0.01 | 0.01 | 24,492 | 4.93 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 3-12 M | 3 | $10,739,746 | 108,024 | 0.01 | 0.01 | 1,899 | 1.79 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 4 | $10,185,422 | 352,193 | 0.01 | 0.01 | 16,394 | 4.88 | 03-31-2024 |
