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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 2101 | $2,563 | 6 | 0.00 | 0.00 | 2 | 50.00 | 06-30-2024 |
| NUVEEN GLOBAL EQUITY INC | NTF EQUITY FUNDS | 2102 | $2,674 | 80 | 0.00 | 80 | +Inf | 06-30-2024 | |
| ROCKWELL AUTOMATION INC | COM | 2103 | $2,478 | 9 | 0.00 | 0.00 | -12 | -57.14 | 06-30-2024 |
| NUVEEN CORE IMPACT BOND | NTF BOND FUNDS | 2104 | $2,621 | 297 | 0.00 | 297 | +Inf | 06-30-2024 |
