Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIONVIEW LLC | 01-23-2024 | 12-31-2023 | 84 | 111,368,380 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | SHS | 1 | $14,621,468 | 360,490 | 0.01 | 0.01 | -3,179 | -0.87 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $11,344,971 | 30,170 | 0.01 | 0.01 | -308 | -1.01 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $7,051,620 | 23,260 | 0.01 | 0.01 | 493 | 2.17 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 4 | $6,969,667 | 13,737 | 0.01 | 0.01 | -717 | -4.96 | 12-31-2023 |
