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 |
|---|---|---|---|---|---|---|---|---|---|
| TOUCHSTONE MID CAP VALUE | EQUITY FUNDS | Liquidated | $0 | 0 | 0.00 | 53 | +Inf | 03-31-2024 | |
| AMERICAN FUNDS STRATEGIC | NTF BOND FUNDS | 2402 | $1,259 | 140 | 0.00 | 140 | +Inf | 06-30-2024 | |
| LITHIUM AMERS CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 06-30-2024 | |
| LORD ABBETT BOND DEBENTU | BOND FUNDS | 2404 | $1,252 | 178 | 0.00 | 178 | +Inf | 06-30-2024 |
