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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED STATES TREASURY NOTES NOTE | NOTE | Liquidated | $0 | 0 | 0.00 | 199 | +Inf | 06-30-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 252 | $224,749 | 4,548 | 0.00 | 0.00 | 3,884 | 584.94 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 253 | $126,362 | 779 | 0.00 | 0.00 | 460 | 144.20 | 06-30-2024 |
| AMERICAN FUNDS 2030 TRGT | LOAD EQUITY FUND | 254 | $653,785 | 38,255 | 0.00 | 38,255 | +Inf | 06-30-2024 |
