Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRUADVICE LLC 11-13-2023 09-30-2023 231 254,828,424
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PACER FDS TR SWAN SOS FD OF 1 $15,566,217 628,430 0.01 0.01 67,580 12.05 09-30-2023
SPDR S&P 500 ETF TR TR UNIT 2 $6,594,360 14,966 0.00 0.00 -437 -2.84 09-30-2023
INVESCO QQQ TR UNIT SER 1 3 $6,496,629 17,169 0.00 0.00 -1,789 -9.44 09-30-2023
VANGUARD INDEX FDS GROWTH ETF 4 $5,736,714 19,886 0.00 0.00 6,712 50.95 09-30-2023
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