Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TUCKER ASSET MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 1693 | 457,998,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NATIONAL ASSN CD | CD | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 06-30-2024 | |
| COMERICA BANK DALLAS TEX CD | CD | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 06-30-2024 | |
| WELLS FARGO BANK 4.75.25 | CERTIFICATE DEPOSIT | Liquidated | $0 | 0 | 0.00 | 250,000 | +Inf | 03-31-2024 | |
| AMERICAN FUNDS CAPITAL W | LOAD EQUITY FUND | 204 | $254,934 | 3,893 | 0.00 | 3,893 | +Inf | 06-30-2024 |
