Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 05-15-2024 | 03-31-2024 | 483 | 1,481,441,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LIFECORE BIOMEDICAL INC | COM | 151 | $2,637,896 | 496,779 | 0.00 | 0.00 | -425 | -0.09 | 03-31-2024 |
| ISHARES TR | MRGSTR MD CP GRW | 152 | $2,564,399 | 36,282 | 0.00 | 0.00 | 2,670 | 7.94 | 03-31-2024 |
| EA SERIES TRUST | STRIVE US SEMICO | 153 | $2,552,786 | 57,148 | 0.00 | 0.00 | 2,043 | 3.71 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG SHT TE | 154 | $2,542,899 | 100,829 | 0.00 | 0.00 | 672 | 0.67 | 03-31-2024 |
