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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI BANK NATIONAL ASSOCIATION CD | CD | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 06-30-2024 | |
| VIANT TECHNOLOGY INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 2,243 | +Inf | 03-31-2024 | |
| AMERICAN TOWER CORP NEW | COM | 953 | $6,803 | 35 | 0.00 | 35 | +Inf | 06-30-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | 954 | $24,938 | 333 | 0.00 | 333 | +Inf | 06-30-2024 |
