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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX IN | NTF EQUITY FUNDS | 701 | $47,752 | 75 | 0.00 | 75 | +Inf | 06-30-2024 | |
| JPMORGAN CHASE FI VAR 28 | CORPORATE BONDS | Liquidated | $0 | 0 | 0.00 | 45,000 | +Inf | 03-31-2024 | |
| BANK OF AMERICA C VAR 27 | CORPORATE BONDS | 703 | $45,913 | 46,000 | 0.00 | 46,000 | +Inf | 06-30-2024 | |
| BANK OF AMERICA C VAR 27 | CORPORATE BONDS | 704 | $45,230 | 45,000 | 0.00 | 45,000 | +Inf | 06-30-2024 |
